Financial Services Representative

MassMutual Alabama; Birmingham (AL); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical and dental insurance

Life and disability insurance

Thrift and pension plans

Job summary

MassMutual Alabama is seeking a Financial Services Representative to assist individuals and businesses in navigating their financial futures. This role involves prospecting for clients and developing long-term relationships through a broad portfolio of innovative products.

Ideal candidates will exhibit strong interpersonal skills, a customer service focus, and a goal-oriented mindset. A competitive benefits package, including medical and dental insurance, is offered.

Qualifications

• Strong interpersonal skills and a focus on customer service.
• Effective presentation and organization skills essential for success.
• Proactive in self-development and goal-oriented.

Responsibilities

• Prospect for clients through networking and referrals.
• Develop long-term relationships with clients.
• Provide financial solutions via needs analysis.
• Engage in continuous professional development.

Skills

Interpersonal skills

Customer service focus

Presentation skills

Organization skills

Self-motivated

Goal-oriented

Education

BA, BS, and/or graduate degree or equivalent work experience

Job description

Job Description

As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can’t be offshored or outsourced.

At MassMutual Alabama, a MassMutual general agency, 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.

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

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 required

Benefits

Results‑driven compensation and access to a competitive benefits package including medical and dental, life and disability insurance, and thrift and pension plans are available for qualified Financial Services Representatives.