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Posted: Thursday, September 7, 2017 9:07 AM

Job Description:/h3:
Financial Services Professional: Junior Associate
Mobile, Alabama
We our growing our office in Mobile, Alabama and currently seeking a Junior Associate to join our team. Must be a driven, entrepreneurial:minded professional who desires to be a TOP Advisor in Financial Services. Career Changers and Experienced Financial Services Professionals all thrive in our organization.
At Financial Design Associates, a MassMutual general agency, we have a unique training program for new Associates that demonstrates our experience and ongoing commitment to the growth and progress of our elite team of Financial Services Professionals. Our experienced Management team provides the most professional and client focused sales, product and business management training in the industry. Associates will build upon their knowledge of these topics, while focusing on developing client relationships and building a referral:based financial services practice.
With the assistance of our experienced managers and in:house Marketing Director, our Associates will learn to develop a pipeline of affluent clients through target markets, identify client needs, develop relationships with existing and prospective clients, review goals, prepare recommendations that align with client goals, and the business management skills needed to operate an optimal practice model.
Responsibilities:
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Developing a book of business in order to meet and exceed the required performance hurdles
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Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering MassMutual resources, and delivering customized solutions to meet client needs
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Recommending insurance, retirement, and investment products and services that are suitable for prospects and clients based on their objectives and needs.
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Seeking the expertise of our in:house specialists, where appropriate, to identify solutions for clients
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Completing required training, maintaining continuing education requirements and meeting performance standards
Qualifications:
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Strong interpersonal skills with a client:centered focus
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Willingness to network in both professional and personal markets
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Driven, proven record of exceeding goals
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Sales experience, or has worked in professional or entrepreneurial setting
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State Life/Health License required or must obtain
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FINRA Licenses not required, but should obtain within first 12 months

Company Description:/h3:
About Financial Design Associates
A full:service financial services agency, Financial Design Associates provides life insurance, disability income insurance, long term care, annuities and retirement products. The agency has more than 80 financial professionals in its offices including Jacksonville, Tallahassee and Ocala Florida, Savannah, Norcross and Brunswick, Georgia and Mobile, Alabama. Weve been awarded Best Places to Work in northeast Florida by the Jacksonville Business Journal 8 years in a row, Best Companies to Work for in Florida by Florida Trend, selected as a Great Place to Work by the Great Place to Work Institute, Companies With Heart by 904 Magazine, Best and Brightest Companies and selected as one of 2016s Top Wealth Managers and Financial Advisors by Jacksonville Magazine. Recently, our firm was ranked 1 Wealth Advisory practice : Ranked by Assets locally managed : Jacksonville Business Journal.
Visit: fn:design or find Financial Design Associates on Facebook and LinkedIn or careers.massmutual/
About MassMutual
Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, Mass

Source: https://www.tiptopjob.com/jobs/71846536_job.asp?source=backpage


• Location: Mobile

• Post ID: 24269647 mobile
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