Job Description

We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now! Responsibilities:

• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations

Qualifications:

• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Excellent math skills, relationship skills, communication skills, and customer service skills are crucial
• Requires a Bachelor’s degree in finance, business administration, or related field
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired

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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