Financial Advisor

MassMutual • Charleston, SC

3d

About The Position

Are you a Financial Advisor looking to grow and lead your own advisor team with the support of MassMutual South Carolina. When you join us, you’ll have access to our services and support teams, and the resources you need to optimize your process and help your clients which lets you focus on the big picture. We know your concerns stretch far beyond retirement and insurance. That’s why we empower our financial planners to make informed decisions about their clients' finances. Whether you're new to the career or established, it's time to take your practice to the next level. MassMutual South Carolina can take your career further, faster.

Requirements

• 5+ years of sales experience, preferably in the financial services industry.
• Strong organizational, communication, and management skills.
• Ability to analyze data and develop strategies based on findings.
• Knowledge of sales process and customer relationship management.
• Flexibility to work in a fast-paced environment.
• LAH license, Series 7 & 66

Nice To Haves

• Bachelor’s degree in Business or related field.
• Experience working with internal teams to resolve customer problems.
• Knowledge of SEO, online advertising, and web analytics.
• Familiarity with customer service software, CRM and ATS.
• Proficiency in MS Office.

Responsibilities

• Develop and maintain relationships with clients and customers to increase sales.
• Train, motivate, and monitor the performance of the sales team.
• Set sales goals and metrics to measure their performance.
• Develop strategies to increase client engagement.
• Ensure compliance with legal, regulatory, and company policies.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior