Financial Advisor (Lafayette)

Magnolia Wealth Strategies, a MassMutual firm; Lafayette (LA); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

401(k)/401(k) matching

Health and Wellness insurance

Professional development assistance

Bonus and Incentives

Business owner Opportunity

Job summary

Magnolia Wealth Strategies is a Full-scale, Independent Financial firm with advisors and offices across multiple states. This Lafayette-area opportunity focuses on helping clients meet financial goals through a holistic range of products and services, including life and health insurance, annuities, financial planning, and wealth management.

This production-based opportunity emphasizes independence, mentorship, and the chance to grow a practice with support, tools, and a collaborative environment.

Qualifications

• Bachelor’s Degree or work related experience.
• State insurance licensed – Life, Accident, and Health, or willingness to get licensed.
• Excellent financial, analytical, and critical-thinking skills.
• Ability to problem solve to reach resolution.
• Collaborate with others and independently.
• Strong written and verbal communications skills.
• Series 6/7, preferred, not required.

Skills

Willingness to learn

Strong communication

Relationship building

Problem solver

People-first approach

Independent/self-motivated

Leadership/mentorship

Sales experience

Active listening

Product knowledge

Education

Bachelor’s Degree or work related experience

Tools

Series 6/7

Job description

Job Description

Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefit's, Financial Planning, Estate Planning, Wealth Management and much more.

Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefit's, Financial Planning, Estate Planning, Wealth Management and much more.

MUST BE LOCATED IN LAFAYETTE AREA. * This is a production-based, business owner opportunity

• Mass Mutual- Recognized as a 2020 World’s Most Ethical Companies
• Score of 100 on the Human Rights Campaign Corporate Equality Index 2020
• Diversity Best Practices Inclusion Index Company 2019
• Military Friendly Employee
• TOP 7 BROKER-DEALER

Qualities

• Willingness to learn
• Strong communication and relationship building skills with a focus on putting people first
• Problem solver.
• A strong relationship-builder who takes a people-first approach
• A dedicated individual: independent, self-motivated and goal-oriented
• A leader, coach, and mentor
• Successful sales experience
• Ability to listen and obtain knowledge of products and service
• Believer in the products you are selling

We will help you by providing…

• Leadership support, business advice and guidance
• Opportunities for collaboration and mentorship
• Cutting edge technologies, making it seamless when doing business
• A supportive environment that sees collaboration as key to success
• Training and tools
• Vast variety of products and services
• Allowing you the ability to grow your practice your way.

Qualifications

• Bachelor’s Degree or work related experience.
• State insurance licensed – Life, Accident, and Health, or willingness to get licensed .
• Excellent financial, analytical, and critical-thinking skills.
• Ability to problem solve to reach resolution
• The ability to collaborate with others and Independently
• Strong written and verbal communications skills
• Series 6/7, preferred, not required

MUST BE LOCATED IN LAFAYETTE AREA. *

Pay And Benefits

• 401(k)/ 401(k) matching
• Full scale, Health and Wellness insurance (Health, Dental, vision, Life+)
• Professional development assistance
• Bonus and Incentives
• Business owner Opportunity