Financial Services Professional

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Job Details:

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Financial Services Professional

Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As an Insurance Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. You will be provided with current leads to build your book quickly and effectively. Discover a career that can’t be off-shored or outsourced.

At MassMutual, (as part of one of our 14 locations), you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results. Our goal is to provide each insurance advisor with 12-15 appts booked into their calendar each week.

Responsibilities

• Prospecting for clients through networking and referrals


• Developing and maintaining long-term relationships with clients


• Providing financial solutions for clients through fact gathering and needs analyses


• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications

• Must be licensed to sell insurance


• Strong interpersonal skills and customer service focus


• Market development/networking abilities


• Presentation and organization skills


• Strong work ethic, self-motivated and goal-oriented


• BA, BS, and/or graduate degree or equivalent work experience required

Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for qualified Financial Services Representatives.

Eligibility applies only to those Financial Services Professionals who hold a full-time career contract with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination.

Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies.

About MassMutual

Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. MassMutual is headquartered in Springfield, Massachusetts and its major affiliates include: Babson Capital Management LLC; Baring Asset Management Limited; Cornerstone Real Estate Advisers LLC; The First Mercantile Trust Company; MassMutual International LLC; MML Investors Services, LLC, Member FINRA and SIPC; OppenheimerFunds, Inc.; and The MassMutual Trust Company, FSB.

For more information, visit www.massmutual.com or find MassMutual on Facebook, Twitter, LinkedIn, YouTube and Google+

Job Type: Full-time

Schedule:

• Monday to Friday

Work Location: Fort Lauderdale, Miami, Tallahassee, Jacksonville, Atlanta, and Savannah

Job Snapshot

Location

Fort Lauderdale, Miami, Tampa, Tallahassee, Jacksonville, Atlanta, Savannah

Job Type

Full-time

Experience

None

Financial Advisor

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Job Details:

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Financial Advisor:

At Coastal Wealth, we are committed to securing every individual’s immediate and long-term financial goals. We’re searching for a qualified financial advisor to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to understand, care for, and guide financial decisions involving portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially conscious investing, asset purchases, and sales. As a member of our advisory team, you’ll join like-minded professionals continually focused on sharpening their skills and knowledge so we can all remain at the top of our industry.

Objectives of this Role:

• Be an integral member of our advisory team, providing financial planning and investment advisory services to an individual client base of all ages and stages of wealth
• Take primary responsibility for all aspects of the client relationship, working closely with clients to fully understand their financial situation
• Monitor market performance to develop and deliver investment advice and strategies accordingly
• Execute accurate reporting, enabling yourself to analyze options and make financial recommendations
• Comply with federal, state, and local financial requirements by studying existing and new legislation, and maintaining compliance
• Continue training with classes, workshops, webinars, professional publications, professional networks and associations to master the fundamentals of financial planning, risk management, and investment management services

Daily and Monthly Responsibilities:

• Utilize the firm’s client-centered wealth management philosophy to guide your advisory services with an individual client base
• Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan
• Analyze market performance, investments, and client data to develop strategies for meeting clients' financial goals
• Collaborate with other tax, legal, and insurance professionals to cover your clients’ entire financial roadmap and ensure they’re on track to achieving their goals; review client accounts regularly to ascertain if economic or life changes necessitate plan adjustments
• Interpret and prepare income projections, financial summaries, and investment performance reports, and manage and update client portfolios accordingly

Skills and Qualifications:

• Bachelor’s degree in finance or related field
• Meet with clients to form a financial outlook including expenses, income, insurance coverage, objectives, tax status, risk tolerance, or other elements to build a financial plan
• Current certificate of qualifications, which may include FCA, CII, DipFA, CISI, FINRA Series 7 and 63 Securities Registration
• 1-2 years of financial or accounting experience
• Knowledge of securities, insurance, and mutual fund industries
• Personal integrity; ability to keep client and company confidences
• Proficient in Microsoft Office and PowerPoint

Preferred Qualifications:

• Master’s degree
• 66 or 67 Securities Registration
• Experience with financial planning software

Job Snapshot

Location

Fort Lauderdale, Miami, Tampa, Tallahassee, Jacksonville, Atlanta, Savannah

Job Type

Financial Advisor

Experience/Qualifications

• 1-2 years in Finance or Accounting
• Bachelor's Degree in Finance or Related Field. (Masters Preferred)
• Current Certificates in FCA, CII, DipFA, CISI, FINRA Series 7 and 63 Securities Registration.
• Microsoft Office and PowerPoint Proficiency

Client Service Associate

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Job Details:

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Client Service Associate:

Objective: Acts as an assistant to a series of financial advisors & wealth management professionals. Open to a new opportunity and experience in the Financial Services Industry

Skills & Experience:

• Experience with office management and administration – Financial industry history is a plus!
• Experience with CRM systems functionalities including creating new contacts, updating client information, assisting with tasks, and maintenance of database
• Technology skills including proficiency with Microsoft Office, Outlook, and DocuSign
• Time management – Proactive and problem solver that can work well independently as well as part of a team
• Positive attitude, self-starting and can take initiative

Duties:

• Complete life and investment product applications for submission (Include paper and electronic applications - varies by product)
• Follow up on requirements needed for completed processing – Generate reports of missing documents weekly for supervisor review
• Generate basic illustrations
• Liaison for advisors and new business submissions – Understanding of business submission platforms and eligibility
• Submit and assist with service requests from advisors

Compensation:

• $40k annual
• Benefits after 90 days – Including health, dental and vision
• Opportunity and potential for future growth
• Looking to start ASAP!

Job Snapshot

Employee Type

Full-Time

Location

Fort Lauderdale

[Job Title4]

[Location] | [Full-Time/Part-Time]

$00,000-$00,000/Year

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Position:

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Salary Details

$00,000-$00,000
Yearly Salary

Job Snapshot

Employee Type

[Full-Time]

Location

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Job Type

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Experience

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Date Posted

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[Job Title5]

[Location] | [Full-Time/Part-Time]

$00,000-$00,000/Year

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Job Details:

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Position:

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Firm Description:

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Location:

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Salary Details

$00,000-$00,000
Yearly Salary

Job Snapshot

Employee Type

[Full-Time]

Location

[City, State]

Job Type

[Type]

Experience

[Not Specified]

Date Posted

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