As a Financial Services Representative, you will build long-term relationships with clients, helping them navigate their financial futures through tailored insurance and investment solutions.
Responsibilities:
- As a Financial Representative at MassMutual Greater Richmond, you will build long-term relationships with clients, helping them navigate their financial futures through tailored insurance and investment solutions
- This role combines sales, consulting, and financial planning, supported by one of the most respected names in the industry
- Identify and develop new client relationships through networking and referrals
- Assess clients' financial goals and create personalized strategies
- Offer a full range of financial products including life insurance, annuities, mutual funds, and retirement plans
- Educate clients on risk management, investment options, and retirement planning
- Maintain compliance with regulatory standards and company policies
- Participate in ongoing training and professional development programs
Qualifications:
- Sales experience (outside sales representative, retail sales associates) preferred
- Strong Interpersonal, organizational, and communication skills
- Self-Motivated, Detail Oriented
- Communicates effectively, confidently, and is comfortable engaging all clients
- Valid Life, Health, and Annuities License (Preferred)
- Ability to work in a fast paced work environment
Job Type: Full-time
$80,000.00 to $100,000.00/year