Job Description

Are you an experienced personal financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities:

• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
• Create customized financial plans suitable for each client based on potential life changes and changing financial needs
• Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects

Qualifications:

• Bachelor’s degree in business administration, finance, or related field is required
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired
• Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
• Exemplary communication skills, math skills, relationship skills, and customer service skills are vital

About Company: Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1851, we’ve been doing just that. Mass Mutual is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001

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