About us
MassMutual is a small business in Watertown, NY. We are professional, agile, innovative and our goal is to Provide financial planning guidance to businessowners and individuals .
Our work environment includes:
- Modern office setting
- Growth opportunities
- Work-from-home days
Financial Advisor
Duties:
- Provide financial advice and guidance to clients based on their individual financial goals and objectives
- Develop and maintain client relationships through regular communication and meetings
- Analyze clients' financial situations, including income, expenses, investments, and debts, to create personalized financial plans
- Recommend appropriate investment strategies and products to help clients achieve their financial goals
- Monitor and review clients' investment portfolios to ensure they remain aligned with their objectives
- Stay up-to-date on market trends, economic conditions, and changes in financial regulations that may impact clients' investments
- Collaborate with other professionals, such as tax advisors and estate planners, to provide comprehensive financial planning services
- Maintain accurate records of client interactions and transactions using Salesforce or similar CRM software
Requirements:
- Proven experience in sales or business development, preferably in the financial services industry
- Strong knowledge of investment products, financial markets, and economic trends
- Excellent communication skills, both verbal and written
- Ability to build rapport with clients and establish trust
- Proficiency in using technology for sales purposes (e.g., CRM software)
- Preferred Life & Health Insurance license /Series 6 & Series 63
At our company, we offer a competitive compensation package including base salary plus commission. We also provide ongoing training and professional development opportunities to help you excel in your role as a Financial Advisor. If you are passionate about helping individuals achieve their financial goals and have a strong sales background, we encourage you to apply.
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
- Work from home
Compensation package:
- Bonus opportunities
- Commission pay
- Monthly bonus
- Performance bonus
- Quarterly bonus
- Uncapped commission
Schedule:
Travel requirement:
Work Location: In person