Wealth Management Sales Consultant - REMOTE US

MassMutual; United States; Remote; USD 65,000 - 80,000; Full time

Job summary

Join a leading financial services firm as a Wealth Management Sales Consultant, where you'll expand client relationships and provide tailored financial advice. Collaborate with a team to drive sales and achieve business goals while enjoying a competitive compensation package and a supportive work environment.

Benefits

Mentorship Opportunities

Networking Opportunities

Access to Learning Content

Qualifications

• 3+ years' experience in the financial services industry.
• 2+ years' experience in financial advising or planning.

Responsibilities

• Expand client base and provide personalized financial advice.
• Execute sales plans and conduct training sessions.

Skills

Communication

Presentation Skills

Listening Skills

Education

Bachelor's Degree

Job description

The Opportunity

As a Wealth Management Sales Consultant, you will be responsible for expanding our client base, providing personalized financial advice, and leveraging diverse expertise from outside our immediate geographic area.

The Team

To enhance our wealth management services, we have restructured our existing team to include four Regional Directors, each supported by Associate Regional Directors and Regional Consultants. As a Regional Consultant, you will partner with an Associate Regional Director to drive sales and business results within your designated territory.

To further support our wealth management efforts, we have also specialized our teams as follows:

• Net Flows, Financial Planning and Practice Management : Responsible for helping advisors service existing clients, deepen relationships by creating systems for net new assets, and driving Financial Planning Services Renewals

• Net Flows, Financial Planning and Client Acquisition: Responsible for helping advisors onboard new, advice-based clients, driving new Fee Based Planning relationship through sales frameworks ensuring all movable assets are capture

The Impact

In partnership with an Associate Regional Director and Regional Director, you will execute key activities in your geographical territory, supporting the field in achieving their Wealth Management goals and driving sales and business results.

Key responsibilities include, but are not limited to:

• Report to your Associate Regional Director to ensure you have the appropriate skills to execute your role and drive assigned sales and business results.

• Responsible for the tactical execution of the written sales plan for each agency as assigned by the Regional Director

• Conduct regular coaching programs, support advisor focus groups and boot camps as is needed, and conduct virtual training sessions for novice and high potential advisors to grow their wealth, net flows and financial planning business

• Conduct beginner and intermediate virtual training series

• Responsible for understanding the full Wealth Management and Insurance product suite and driving implementation of those products to help clients and advisors achieve their goals and objectives.

• Report to the appropriate Senior Regional Consultant on sales progress to ensure Wealth Management Sales Results are met

The Minimum Qualifications

• Bachelor's degree or 10 years experience in the financial services industry

• 3+ years' experience in the financial services industry

• 2+ years' experience in financial advising, internal wholesaling, financial planning or retail financial services / operations

• 1+ years' experience with some type of fee-based management

• Required Travel: 0 – 5% within designated territory

• Due to the nature of this position, as a part of our background check process, candidates must be able to pass a non-registered fingerprint background check to qualify as a fingerprinted person under FINRA

The Ideal Qualifications

• Series 7 at time of application

• Series 63 + 65, or 66 at time of application or must obtain within 180 days

• 2+ years financial planning or financial advising experience

• 3+ years’ experience with data gathering, case analysis and strategy implementation, as well as how to implement ongoing planning through a service model

• Industry designation (CFP, CLU, CHFC) or currently in progress

• Strong presentation skills in both live and virtual formats

• Ability to clearly communicate nuanced concepts and navigate sometimes complex interpersonal dynamics.

• Comfortable in a fast-paced, high-demand, dynamic environment

• Ability to work as both a collaborative team member

• Strong written and verbal communication skills

• Excellent listening and follow-up skills

Salary Range:

• $65K - $80K base salary range plus sales-based incentive opportunity resulting in a total target compensation package of $100K - $125K

What to Expect as Part of MassMutual and the Team

• Regular meetings with Regional Director and Associate Regional Director to drive territory results

• Access to mentorship opportunities

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQ, veteran, and disability-focused Business Resource Groups

• Access to learning content on Degreed and other informational platforms

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-CR41

Why Join Us.

We’ve been around since 1851. During our history, we’ve learned a few things about making sure our customers are our top priority. In order to meet and exceed their expectations, we must have the best people providing the best thinking, products and services. To accomplish this, we celebrate an inclusive, vibrant and diverse culture that encourages growth, openness and opportunities for everyone. A career with MassMutual means you will be part of a strong, stable and ethical business with industry leading pay and benefits. And your voice will always be heard.

We help people secure their future and protect the ones they love. As a company owned by our policyowners, we are defined by mutuality and our vision to put customers first. It’s more than our company structure – it’s our way of life. We are a company of people protecting people. Our company exists because people are willing to share risk and resources, and rely on each other when it counts. At MassMutual, we Live Mutual.

MassMutual is an Equal Employment Opportunity employer Minority/Female/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, pleasecontact usand share the specifics of the assistance you need.

At MassMutual, we focus on ensuring fair, equitable pay by providing competitive salaries, along with incentive and bonus opportunities for all employees. Your total compensation package includes either a bonus target or in a sales-focused role a Variable Incentive Compensation component.For more information about our extensive benefits offerings please check out our Total Rewards at a Glance.