Search jobs > Irvine, CA > Financial consultant

Financial Consultant

Bighornlaw
Irvine, California, US
$80K-$110K a year
Full-time

Posted 10 days ago

Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.

Description

The fundamental foundation of a Mass Mutual Insurance Agent’s role is built client by client. The Financial Advisor is uniquely qualified with answers to help their clients achieve their financial goals and plan for the unexpected.

Adding up to a rewarding career with a company that considers doing right by their customers is simply part of who we are.

Backed by 172 years of experience, it is commonly known that not all service industries are the same; more to the point, not all companies are the same.

Product offerings, producer support, the opportunity for advancement, personal growth, ongoing training, and broad-spectrum marketing.

Mass Mutual innovatively strides the cutting edge in client servicing, systematically paving the way for success with tested processes, actively immersed with you in achieving your desired career objectives, and more.

Step into a client’s life and help them achieve their financial goals while building a great career for themselves in the process.

Utilizing our expansive product lines, our Agents work to guide individuals, families, and businesses toward the financial strategy that is right for them.

That is no easy task, but for the right person, it can be a truly rewarding career with the potential for growth opportunities.

Mass Mutual Insurance Company is an equal opportunity employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity.

Responsibilities

  • Life Licensed Insurance Agent
  • Client-facing experience as a Financial Sales Representative is a plus
  • Financial Planning Experience is a plus
  • Experience with Insurance, Long Term Care, and Disability
  • Skilled with Microsoft Office and Technology
  • Active Life and Health insurance license is a plus

Qualifications

  • Required : Obtaining a CA Licensed Agent for Life, Accident, and Health
  • Networking skills to expand the market
  • Prospecting for new clients
  • Working Natural Market, Book of Business, and Contacts for cross-referral
  • A 4-year College Degree is preferred
  • Coachable and receptive to learning
  • Proficient at learning through Group Classes, Self-study, and One-on-One mentoring
  • Social Media and technology-savvy
  • Please Note : We, unfortunately, can only accept applicants who are either US Citizens or reside within the United States.

We currently don't sponsor US H-1B visas.

Compensation

$80,000 - $110,000 at plan

About Sagient - A Subsidiary of Mass Mutual

Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions.

We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term.

We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society.

Everything we do has one overriding purpose : to be there when our policy owners need us.

We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security.

Since 1851, we’ve been doing just that.

Mass Mutual is an Equal Opportunity Employer M / F / Veteran / Disability / Sexual Orientation / Gender Identity. Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001

J-18808-Ljbffr

1 day ago
Related jobs
Promoted
Alt Financial Network, Inc.
Santa Ana, California

We are currently seeking a highly motivated and detail-oriented mortgage broker to round out our well-established lending team.The successful applicant will have 5 years of experience with mortgage lending or origination and a proven track record of making matches between various lenders and borrowe...

Primerica Financial Services - Lake Elsinore
Riverside County, CA, US

Have you ever considered getting state-licensed in life insurance and or investment accounts? If so, this is the perfect opportunity to get your foot in the door to the most profitable industry, being financial services! Here at Primerica (PFS) we are a distributer of financial services, our mission...

New York Life-Irvine
Huntington Beach, California

Are you a driven self-starter with strong principles who is interested in making a positive difference in the lives of others? We are looking for you! New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients w...

Workday, Inc.
CA, USA
Remote

The Principal Financial Implementation Consultant will provide Workday product, industry, and implementation expertise by serving as an architect and advisor while ensuring the financial and accounting solutions alignment with other functional areas. As a Senior Functional Consultant, you will play ...

Charles Schwab
Newport Beach, California

Financial Consultants are procured with a practice of existing Schwab clients, providing them with wealth management and financial planning advice. Are you ready for a career worth owning? One that challenges the status quo? We want you to bring your positivity, curiosity, drive, and passion for del...

Workday, Inc.
CA, USA
Remote

Our Consultants have a deep understanding of Workday Financials applications. Ability to certify in other Workday Financials functional areas and to deploy the solution. ...

ERM
California

Proven experience working as a financial modeler, including expertise in financial modelling of greenfield carbon projects. We are seeking an experienced financial modeler with carbon market experience to join this dynamic area of ERM. The Carbon financial Modeler is a core member of the ERM climate...

Workday, Inc.
Irvine, California
Remote

Experience with data integration between Workday Adaptive Planning and Workday Financials and/or other financial systems. Our team of professionals have a broad and deep understanding of Workday Financials & Adaptive Planning. Proficiency in creating and managing budgets, forecasts, and financial mo...

Everest Consultants
Newport Beach, California

You've applied! Good luck!Application for job # 22-00435, Financial Analyst. ...

Jaglogic
Irvine, California
Remote

Synergy Financial is a rapidly growing financial services company offering remote workfromhome commissionbased positions. At Synergy Financial we believe in the power of financial education and creating generational wealth. As a statelicensed insurance broker you will have the chance to help familie...