Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun

Vision Financial Group11 months ago
Buffalo, NY, United States
On-site
Full-time
Junior Level (1-3 years)

Job Description

Position Overview

Join MassMutual New York State as a Financial Services Representative where you can leverage recent demographic, economic, and global trends to build a significant, sustainable financial services practice. Enjoy competitive compensation and a host of benefits that provide financial growth, personal satisfaction, work life blending, and the opportunity to build your own business backed by an established industry leader.

Key Responsibilities

  • Build a client base and execute marketing strategies
  • Conduct financial reviews and assessments while designing and implementing financial plans
  • Collaborate with fellow advisors and the support team
  • Learn industry fundamentals and advance into complex financial concepts
  • Serve clients with care, compassion, and integrity

Required Qualifications

  • Self-motivated, driven, and ambitious entrepreneurial mindset
  • Willingness to put in the effort, commitment, and work ethic needed to build a thriving practice
  • A genuine passion for providing peace of mind and financial security to clients

Preferred Qualifications

  • Bachelor’s degree or equivalent work experience
  • Life and Health Insurance license and/or Series 7 & 66 (licensing costs will be subsidized)
  • Demonstrated track record of success and commitment to self-improvement
  • Results-driven, revenue-focused with a strong sense of accountability
  • 3+ years of full-time sales experience preferred
  • Desire for performance-based compensation
  • Outgoing personality with excellent relationship-building and communication skills
  • Ability to work autonomously while being a collaborative team player
  • Strong network presence and active community involvement
  • Customer service mentality combined with a strong personal code of ethics
  • Stable financial background

Benefits & Perks

  • Competitive compensation with bonuses and performance rewards
  • Subsidized health insurance
  • 401k with match and cash balance pension plan
  • New advisor start-up incentive based subsidy
  • Turnkey marketing programs and extensive training, including one-on-one sessions and online resources
  • Support from top leadership with over 175 years of combined industry experience
  • Access to a wide selection of insurance and investment products, including non-proprietary solutions
  • Opportunities for recognition trips to premier locations both nationally and internationally

Required Skills

Communication
Insurance and investment products
Sales
Client relationship management
Financial planning
Financial advisory
Entrepreneurial mindset
Marketing strategies
Self-motivation
Team collaboration