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Financial Service Representative

Company: MassMutual North Carolina
Location: New Bern
Posted on: January 12, 2022

Job Description:

MassMutual North Carolina

Attention Career Changers!

Are you a compassionate and empathetic relationship-builder? Are you well embedded and respected in your community? Do you want a second career that offers freedom and flexibility?

If so, you may want to consider improving the financial outlook of the community in which you live as arelationalfinancial service representative!NO prior financial experience is necessary!

ABOUT OUR COMPANY

We believe youDo Well by Doing Good,and we strive to Do Good with our clients and the communities we serve.

MassMutual North Carolina is a growing financial services firm located in one of the best cities to live and work in, Raleigh, North Carolina.

At MassMutual North Carolina, we are committed to helping families, business owners, executives live their best lives by doing the meaningful work of helping people envision what success looks like for them and providing the tools, resources, expertise, and coaching necessary to make informed financial decisions aligned to their vision of success and personal core values. We are a small business, backed by MassMutual, helping people realize their financial dreams since 1851.

Duties include:

A Financial Service Representatives role is to learn about individuals financial desires and goals, educate them about their needs, and then recommend strategies and products that help them meet their objectives. This career enables you to help clients prepare for both planned and unplanned expenses such as college tuition, weddings, business start-up costs, retirement income, and more.

Work culture includes:

Inclusive culture
A democratic supervisor and work environment.
Public recognition for accomplishments.
Freedom of speech and expression.
Freedom to move around, either in the office or around the country.
Activities with many opportunities for interaction with people.
Freedom from routine work.The earning potential of a MassMutual Financial Service Representative is virtually unlimited, tied only to the time and effort invested.

Pay and Benefits:

Custom coaching for a custom business plan to build residual income (renewals, investment fees, fully vested after 5 years)
Freedom flexibility with a clear growth path each year
Commission based ($50,000 -$70,000 at plan for first-year representatives with no experience)
Unique hybrid opportunity- Independent WITH benefits!
Fast Start Program 90-day track to benefits
Half FICA paid
Retirement Program (Pension, 401k, Nonqualified Thrift Plan)
Employer Subsidized Medical Coverage
Health Savings Account or Flexible Spending Account
Group Insurance
Dependent Life Insurance
Disability Income Insurance (Short-Term Disability and Long-Term Disability)
Professional Designation Reimbursement
Errors and Omissions Insurance
Agent Assistance Program
Adoption Assistance Program
Competitive securities grid payout
Bonuses, secondary compensation (agent allowance), detached office allowance, firm trips, disability renewal bonus
Coaching and ability to charge financial planning feesAbout MassMutual North CarolinaWe strive to please our clients, our associates, and our community. We have a fun, high-activity environment that offers flexibility and focuses on results. If you want to make an impact in people's lives, be around high-achieving mindset individuals, and create healthy, predictable revenue we can help get you there.



Responsibilities:
Responsibilities
Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Gather and assess each clients financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Be a coachable, organized team member interested in pursuing training development and educational opportunities

Our Insurance Professional's role is to learn about individuals financial desires and goals, educate them about their needs, and then recommend strategies and products that help them meet their objectives. This career enables you to help clients prepare for both planned and unplanned expenses such as college tuition, weddings, business start-up costs, retirement income, and more.

Qualifications:
Our ideal candidate is:
A great connector; outgoing and comfortable speaking with all kinds of people on the phone, in-person
Involved in the communities that matter to you: Perhaps you have volunteered or organized a group around a cause
Someone who really likes meeting new people and easily interacts. No one is a stranger
Displays a high energy level, especially in social situations, and is very good at meeting new people
Very optimistic, coachable and collaborative
Dedicated to reaching a goal, and comfortable with repeating the same series of tasks to get there
Very competitive and bottom-line oriented
Very decisive and a risk-taker
Always interested in the new, the innovative, and the cutting-edge ideas



About Company:
We strive to please our clients, our associates, and our community. We have a fun, high-activity environment that offers flexibility and focuses on results. If you want to make an impact in people's lives, be around high-achieving mindset individuals, and create healthy, predictable revenue we can help get you there.

Keywords: MassMutual North Carolina, Jacksonville , Financial Service Representative, Other , New Bern, North Carolina

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