What are the responsibilities and job description for the Financial Advisor position at Coastal Wealth?
Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As an Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. You will be provided with current leads to build your book quickly and effectively. Discover a career that can’t be off-shored or outsourced.
At Coastal Wealth you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for qualified Financial Services Representatives.
Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination.
Job Type: Full-time
Schedule: Monday to Friday
Compensation: DOE
Desired Skills and Experience
Qualifications
- Strong interpersonal skills and customer service focus
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated and goal-oriented
- BA, BS, and/or graduate degree or equivalent work experience preferred
Responsibilities
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact-gathering and needs analyses
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
About The Company
Founded in 1851, MassMutual is a leading fortune 100 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. MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term.
We’re a general agency of Mass Mutual Financial Group and a full service financial planning firm that handles everything from insurance planning to investment management /estate planning.
Why work for Mass Mutual Perimeter?
- Ranked top 10 in Atlanta Business Chronicle June 2019
- Recognized as a 2020 World’s Most Ethical Companies
- Score of 100 on the Human Rights Campaign Corporate Equality Index 2020
- Diversity Best Practices Inclusion Index Company 2019
- Military Friendly Employer
- Boston Globe Top Places to Work 2022
- Top 8 Broker Dealer, Top Life & Annuity
- Forbes Fortune World's Most Admired Company List 2023