Managing Partner

MassMutual • Franklin, TN

11h

About The Position

Are you an experienced Managing Partner or Financial Advisor looking to grow and lead your own MassMutual advisor team? In this role, you'll be responsible for setting up processes, training, and sales metrics to ensure successful business development. You’ll also play a key role in developing and maintaining customer relationships and closing deals.

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: Manager
• Number of Employees: 5,001-10,000 employees