Financial Services Advisor: Retirement & Wealth (Onsite)

MassMutual Greater Richmond; Glen Allen (VA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) and matching

Dental insurance

Flexible schedule

Health insurance

Life insurance

Professional development assistance

Retirement plan

Vision insurance

Job summary

MassMutual Greater Richmond is seeking a Financial Services Professional to serve clients onsite in Glen Allen, VA. The role emphasizes relationship building, financial education, and ongoing support with mentorship and licensing assistance.

Responsibilities include identifying client goals, educating on retirement planning and investments, and delivering tailored strategies. The position requires strong sales acumen, B2B prospecting, and a commitment to excellent service.

Qualifications

• Sales experience with B2B prospecting.
• Effective communication skills.
• Self-motivated and detail oriented.
• Excellent customer service.
• Minimum experience: 2 years.
• Life, Health and Annuities License (preferred).
• Ability to work in a fast paced environment.

Responsibilities

• Build relationships with clients including individuals, families, and business owners.
• Assist clients in identifying financial goals and creating tailored strategies.
• Educate clients on retirement planning, investments, insurance options, wealth-building.
• Develop personalized financial recommendations to help clients achieve objectives.
• Expand professional network through referrals and community engagement.
• Support long-term client relationships with guidance from mentors and specialists.

Skills

Sales experience

Effective communication

Self-motivation

Customer service

Detail oriented

Fast-paced environment

Job description

MassMutual Greater Richmond is seeking a Financial Services Professional to serve clients onsite in Glen Allen, VA. The role emphasizes relationship building, financial education, and ongoing support with mentorship and licensing assistance.

Responsibilities include identifying client goals, educating on retirement planning and investments, and delivering tailored strategies. The position requires strong sales acumen, B2B prospecting, and a commitment to excellent service.