Financial Services Representative

Anywhere

Financial Advisor – MassMutual

WFH/Hybrid – Houston, TX

  • Salary + Commission

  • Full-time

  • Urgently hiring

Description:

As a Financial Advisor you will work directly with individuals, business owners, and families to help them navigate and secure their financial future. Our clients are at the heart of our business, and we put their goals and objectives at the forefront of our work. As you work alongside experienced professionals, you will be a part of a team who will guide you to build a sustainable practice. You will have access to a host of tools, resources, and training to develop and continually improve your skill set.

Compensation is a base + commission and includes opportunities for bonuses such as a sign-on bonus.. This position is mostly WFH but an office is available should you wish to work in that environment. Office culture is A+ with lots of amenities and in-office staff.

You ll enjoy independence and freedom of movement it s like you are in business for yourself, but not by yourself.

Accolades:

  • Develop customer success metrics and execute account strategies

  • No. 89 on the 2020 Fortune 500 list.

  • Financial Ratings among the highest in any industry

  • 2020 World s Most Ethical Companies, Ethisphere Institute

  • 2020 World s Most Admired Companies List, Fortune

  • America s Best Employers for Diversity, Forbes

  • 2020 Best Places to Work for LGBTQ Equality. Corporate Equality Index rating of 100%, Human Rights Campaign

Responsibilities:

  • Develop customer success metrics and execute account strategies

  • Build trust with customer accounts through open and interactive communication

  • Schedule and attend virtual meetings using Zoom and other platforms

  • Monitor, identify and mitigate account-level risks and up-sell opportunities, align product and customer roadmaps, and deliver customer renewals

  • _Present to families different benefits programs, enroll new clients, and open new accounts.

  • Oversee and prioritize each customer in your portfolio

Requirements:

  • Must carry a Series 6, Series 7, or Life & Health License in Texas

  • Proven ability to work as a productive team member

  • _Excellent communication and interpersonal skills

  • _Self-motivated team player, proficient in multi-tasking

  • Proficient with computers and Zoom preferred but not required

  • _Ability to form and grow solid relationships with your client accounts

Managers are actively reviewing all incoming applications. Please apply with a most recent version of your resume (if you have one) and be on the lookout for text, phone call, or email from one of our hiring managers.
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