Job Description

Job Description

Job Description

Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Compensation:

$70,000 - $120,000 at plan

• Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects
• Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

• Bachelor’s degree in business administration, finance, or related field is required
• Experience with computer programs, such as MS Office, Google Suite, CRM systems, and financial planning software is essential
• Superior customer service skills, math skills, relationship skills, and communication skills are preferred
• Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required

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

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