Financial Advisor

Coastal Wealth

Town of Florida (NY)

On-site

USD 60,000 - 90,000

Full time

7 days ago

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Benefits offered by this job

Medical insurance

Dental insurance

Life insurance

Disability coverage

Retirement plan

Job summary

Coastal Wealth is seeking a Financial Advisor to work with individuals, business people, and families to map out and secure their financial futures. You will be provided with leads to quickly grow your book of business within an entrepreneurial framework.

The role offers a performance-based compensation structure and a comprehensive benefits package, including medical, dental, life and disability insurance, and retirement plans. Roles are full-time with a Monday–Friday schedule.

Qualifications

Strong interpersonal skills and customer service focus.
Presentation and organization skills.
Strong work ethic, self-motivated and goal-oriented.

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.

Skills

Interpersonal communication

Customer service

Presentation

Networking

Education

BA/BS or higher

Job description

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 Financial 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 Coastal Wealth 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.

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 for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination.

Job Type: Full-time

Schedule: Monday to Friday

Compensation: DOE

Desired Skills and Experience

Qualifications

Strong interpersonal skills and customer service focus
Presentation and organization skills
Strong work ethic, self-motivated and goal-oriented
BA, BS, and/or graduate degree or equivalent work experience preferred

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

About The Company

Founded in 1851, MassMutual is a leading fortune 100 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. 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.

We’re a general agency of Mass Mutual Financial Group and a full service financial planning firm that handles everything from insurance planning to investment management /estate planning.

Why work for Mass Mutual Perimeter?