Financial Services Specialist
The Financial Services Specialist will be part of our entrepreneurial team with the freedom to provide solutions for clients from a broad portfolio of innovative products and strategies. Here at Mass Mutual, we make a difference in the world by helping people achieve financial security. We believe in a comprehensive based sales process that gives our financial professionals the ability to show their prospective and current clients a high degree of professionalism.
Now more than ever, clients are looking for a trusted resource to provide ongoing insight into asset planning, tax strategies, managing diverse business and personal risk around social security, liability, taxes, and market risk. Mass Mutual is focusing our efforts on business owners, retirement planning,insurance, and tax strategy solutions.
Role Overview:
Prospect and connect with potential clients to discuss financial needs and concerns
Identify and develope new opportunities to promote business.
Help clients achieve their financial goals by presenting customized solutions of products and services
Develop new and grow existing accounts to meet and exceed revenue goals thorough prospecting, outside sales calls, and written communication.
Qualifications:
Sales experience (outside sales representative)
B2B Prospecting
Effectively communicate with all business contacts
Self-Motivated, Detail Oriented
Excellent customer service skills
Valid Life, Health, and Annuities License (Preferred)
Ability to work in a fast paced work environment
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Experience:
Sales: 2 years (Preferred)
Prospecting: 2 years (Preferred)
License/Certification:
Life, Health, and Annuity Liscence (Preferred)
Work Location: In person
Apply Now
Now more than ever, clients are looking for a trusted resource to provide ongoing insight into asset planning, tax strategies, managing diverse business and personal risk around social security, liability, taxes, and market risk. Mass Mutual is focusing our efforts on business owners, retirement planning,insurance, and tax strategy solutions.
Role Overview:
Prospect and connect with potential clients to discuss financial needs and concerns
Identify and develope new opportunities to promote business.
Help clients achieve their financial goals by presenting customized solutions of products and services
Develop new and grow existing accounts to meet and exceed revenue goals thorough prospecting, outside sales calls, and written communication.
Qualifications:
Sales experience (outside sales representative)
B2B Prospecting
Effectively communicate with all business contacts
Self-Motivated, Detail Oriented
Excellent customer service skills
Valid Life, Health, and Annuities License (Preferred)
Ability to work in a fast paced work environment
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
401(k)
Dental insurance
Health insurance
Paid time off
Vision insurance
Experience:
Sales: 2 years (Preferred)
Prospecting: 2 years (Preferred)
License/Certification:
Life, Health, and Annuity Liscence (Preferred)
Work Location: In person
Apply Now