Wealth Management Sales Consultant

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 (Mid-West).

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 (Mid-West).

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

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 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

Must be located in the Mid-West in one following states : ND, SD, NE, MN, IA, MS, AK, WI, IL, MI, OH, IN, KN, TN, WV

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

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