Financial Services Professional

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 hiring a Financial Services Professional to serve clients in Glen Allen, VA on an onsite basis. The role combines client relationship building with financial education, tailored planning, and ongoing support from experienced mentors and specialists, with training and sponsorship to help support licensing progress.

This position focuses on helping individuals, families, and business owners work toward their financial goals through strategies spanning retirement planning, investments, insurance, and wealth-building. You will develop personalized recommendations, strengthen referral-driven relationships, and build a professional network through community engagement.

Key Responsibilities

• Build strong 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, and wealth-building solutions.
• Develop personalized financial recommendations to help clients achieve their objectives.
• Expand your professional network through referrals and community engagement.
• Support long-term client relationships with guidance from experienced mentors and specialists.

Qualifications

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

Preferred Experience

• Sales: 2 years (preferred).
• Prospecting: 2 years (preferred).

Licenses & Certification

• Life, Health, and Annuity License (preferred).

Compensation & Work Details

• Salary: USD 90,000 - 120,000 per year.
• Job type: Full-time.
• Work location: In person.
• Location: Glen Allen, VA.

Benefits

• 401(k) and 401(k) matching.
• Dental insurance.
• Flexible schedule.
• Health insurance.
• Life insurance.
• Professional development assistance.
• Retirement plan.
• Vision insurance.

Ideal Backgrounds

• Sales & Business Development
• Leadership & Management
• Education
• Healthcare
• Human Resources & Recruiting
• Military Service
• Hospitality & Retail Management
• Small Business Ownership
• Insurance & Financial Services