Financial Services Professional

MassMutual South Carolina; Charleston (SC); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Hybrid work options

Training & development

Job summary

MassMutual South Carolina is seeking a Financial Services Professional in Charleston, SC, to deliver personalized financial planning and retirement strategies. The role is full-time and hybrid, with some work-from-home flexibility.

You will meet clients, analyze goals, and present tailored insurance and investment solutions while building a robust client portfolio. You will engage in prospecting, collaborate with colleagues, and use firm tools and resources to provide high-quality financial

Qualifications

• Bachelor’s degree in finance, business, economics, or a related field is preferred.
• Licenses such as state life/health insurance and FINRA registrations (e.g., Series 6/7 and 63/65/66) or willingness to obtain them.
• Demonstrated ability in client-facing or sales roles with relationship-building focus.
• Comfort with hybrid work, digital tools, and CRM systems.

Responsibilities

• Meet with clients to understand financial goals and retirement planning needs.
• Analyze financial and retirement scenarios and present tailored strategies.
• Build and manage a client portfolio and maintain ongoing client relationships.
• Prospect proactively and participate in training and development programs.

Skills

Financial Planning

Retirement Planning

Finance & Financial Services

Communication Skills

Series 6/7/63/65/66

Client Relationship

Education

Bachelor's degree in finance, business, economics

Tools

CRM Systems

Job description

Company Description

MassMutual South Carolina focuses on personalized financial planning centered on each client’s goals and life direction. Headquartered in Charleston, SC, the firm serves individuals, families, and businesses across South and North Carolina through a network of financial professionals. The agency offers a broad range of insurance, investment, and financial planning products and services to help clients build a secure financial future. Financial Services Representatives operate as independent contractors affiliated with Massachusetts Mutual Life Insurance Company (MassMutual) and its subsidiaries, delivering securities, investment advisory, and planning services through MML Investors Services, member SIPC.

Role Description

The Financial Services Professional is a full-time, hybrid role based in Charleston, SC, with flexibility for some work from home. This role involves meeting with clients to understand their financial goals, conducting detailed financial and retirement planning analyses, and recommending appropriate insurance and investment solutions. Day-to-day activities include building and managing a client portfolio, presenting tailored financial strategies, maintaining ongoing client relationships, and staying current with industry regulations and products. The position also requires proactive prospecting, participating in training and development programs, collaborating with colleagues, and using firm tools and resources to deliver high-quality financial advice.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to develop comprehensive strategies for individuals, families, and businesses.
• Candidates should possess skills in Finance and Financial Services to evaluate products, interpret market information, and support sound financial decision-making.
• Candidates should possess strong Communication skills to explain complex concepts clearly, build trust, and maintain long-term client relationships.
• Bachelor’s degree in finance, business, economics, or a related field is preferred.
• Relevant licenses (e.g., state life/health insurance license, FINRA registrations such as Series 6/7 and 63/65/66) or willingness to obtain them.
• Demonstrated ability in client-facing or sales roles, with a focus on relationship building and goal-based planning.
• High level of integrity, professionalism, and commitment to ethical standards.
• Comfort with hybrid work, digital tools, and CRM systems to manage activities and client information.