Job Description
Job Description
Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives.
Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending.
This career can offer many benefits, advantages and rewards that many jobs simply cannot provide.
At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself.
As we continue in our successful growth, already an established industry leader, we are looking for :
self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and
be willing to put in the effort, commitment and work ethic to realize their goals
while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others.
Could this be you?
Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience.
Turnkey marketing programs to help you launch and build your business
Extensive training and ongoing education through a varied curriculum, to include : 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College.
Support : locally for all areas of your practice, together with the backing and resources of a Fortune 500 company, and third largest broker dealer.
Benefits* include : subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances.
Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms.
Your Responsibilities Will Include :
building a client base, executing marketing strategies
conducting financial reviews and assessments, designing and implementing financial plans
collaborating with your fellow advisors and support team
learning industry fundamentals and moving into advanced markets and financial concepts
serving clients with care, compassion, and integrity
Preferred Skills And Experience
People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion.
However, some skills / experience that could prove beneficial for this career :
Bachelors degree or equivalent work experience
Life and Health Insurance license and / or Series 7 & 66. We will sponsor and subsidize licensing costs
A demonstrated track record of success and a commitment to self-improvement
A sense of accountability, results driven and revenue focused
3 years plus experience as a full-time sales person preferred but not required
Desire for performance based compensation essential.
Outgoing personality with the ability to develop relationships and strong communication skills
Self-disciplined with ability to work autonomously but still be a team player
A strong network and active in the community
Customer service mentality with a strong code of personal ethics
Stable financial background
Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world!
FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.
Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun
Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives. At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a professio...
Customs and Border Protection Technician - Entry Level
Examining cargo and merchandise; applying appropriate tariff number, value, and rate of duty and tax to merchandise; comparing passenger baggage to declarations. Assisting and providing support to CBP Officers and Agricultural Specialists on inspection, intelligence, analysis and examination of pass...
Financial Services Tax - Real Estate Manager
Considerable experience identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships and community involvement; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or...
Merrill Financial Solutions Advisor - Western NY
Key responsibilities include leveraging technology to achieve business growth goals, profiling activities to determine a client's investor profile and financial resource objectives, building a sustainable book of business, and providing opportunities for advisors to pursue a career within the bank. ...
Financial Services Tax - Real Estate Senior Associate
Demonstrates thorough abilities and/or a proven record of success providing tax services to real estate owners, developers and publically traded REITs; producing and reviewing real estate partnership tax returns and investment trust corporate returns; identifying and addressing client needs: activel...
Sr. Relationship Manager - Global Commercial Banking - Dealer Financial Services
We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Product offerings will include new and used vehicle floor plan lines of credit...
Strategic Alliance Sales Director (CRE): Google-Financial Services
Understanding of the structure, key issues, language, and environment of one or more industry/sector groups with an ability to discuss and explain current and emerging issues within one or more industry sectors, including services and technology applicable to those needs and effectively engage with ...
Financial Advisor
As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals ...
Personal Financial Counselor
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures. Services include education and counseling addre...
Financial Crimes Governance and Program Management, Vice President
Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment advisory, financial and wealth planning, credit and lending, deposits and cash management, annuities, insurance, retirement, and trust services. The Financial Crimes Governance and Prog...