Financial Services Representative
Here at Mass Mutual, we make a difference by helping people achieve financial security. Now more than ever, Mass Mutual is focusing our efforts on business owners, individual retirement planning, insurance, and tax strategy solutions. Responsibilities:
- This role combines sales, consulting, and financial planning, supported by one of the most respected names in the industry
- Identify and develop new client relationships through networking and referrals
- Assess clients’ financial goals and create personalized strategies
- Offer a full range of financial products, including life insurance, annuities, mutual funds, and retirement plans
- Educate clients on risk management, investment options, and retirement planning
- Maintain compliance with regulatory standards and company policies
- Participate in ongoing training and professional development programs
- Sales experience (outside sales representative, retail sales associate) preferred
- Strong Interpersonal, organizational, and communication skills
- Self-Motivated, Detail-Oriented
- Communicates effectively, confidently, and is comfortable engaging all clients
- Valid Life, Health, and Annuities License (Preferred)
- Ability to work in a fast-paced work environment
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