Independent Financial Advisor-Build Your Practice (NW FL)

Magnolia Wealth Strategies, a MassMutual firm; Pensacola (FL); On-site; USD 60,000 - 150,000; Full time

Benefits offered by this job

401(k) matching

Health & Wellness insurance

Professional development

Bonus & incentives

Business owner opportunity

Job summary

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 holistic approach and offers a wide range of products including life, disability, annuities, estate planning, and wealth management.

Must be located in Gulf North-West Florida; production-based, business-owner opportunity. We provide leadership support, mentorship, collaboration, cutting-edge technologies, and a supportive environment to

Qualifications

• Bachelor’s Degree or work-related experience required.
• State insurance licensed – Life, Accident, and Health, or willing to obtain licensure.
• Excellent financial, analytical, and critical-thinking skills.
• Strong written and verbal communication skills.
• Ability to work independently and collaboratively.
• Series 6/7 license is preferred but not required.

Responsibilities

• Build client relationships and advise on financial products.
• Collaborate with leadership and mentors to grow your practice.
• Grow independent practice in Gulf North-West Florida.

Skills

Willingness to learn

Strong communication

Problem solving

Relationship-building

Self-motivated

Leadership

Sales experience

Active listening

Product knowledge

Education

Bachelor’s Degree or work related experience

State insurance license (Life, Accident, Health) or willingness to get licensed

Series 6/7 license preferred

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 holistic approach and offers a wide range of products including life, disability, annuities, estate planning, and wealth management.

Must be located in Gulf North-West Florida; production-based, business-owner opportunity. We provide leadership support, mentorship, collaboration, cutting-edge technologies, and a supportive environment to