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Managing Director

Company: Mass Mutual
Location: Westbury
Posted on: November 19, 2021

Job Description:

We're looking for leadership-oriented individuals to join our Managing Associate Path Program. In this program, you'll have the opportunity to accelerate your path to management and advance within 12-24 months. Mass Mutual, Charter Oak Financial and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, Disability Insurance, fixed and variable annuities and mutual funds. In the Managing Associate Path Program, you'll start as a financial professional to gain hands on experience. Once you have met the program requirements, you'll be able to transition into any potential management opportunity. Eligibility requirements: --- Complete 1-2 years of Company Sales Goals. Preferred: --- Life and Health License --- FINRA registrations; Series 6 or 7 and Series 63 --- Previous sales experience From quality training programs to a competitive compensation package, Mass Mutual, Charter Oak Financial offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Agency and the corporate office support our managers and help them impact their advisors and communities. Our extensive resources include: - Our weekly Virtual training program, designed to provide career-long support and growth - A team of highly trained, experienced product consultants and Training Directors to support your advisor's client acquisition needs - Various digital programs that assist your training and development - Job Requirements:

  • Promote financial planning and investment services
  • Develop retirement plans to help reach financial goals
  • Offering Life Insurance and Disability Insurance
  • Providing tax preparation, tax audit support and tax planning year round
  • Analyzing financial information obtained from clients to determine strategies for helping clients meet financial objectives
  • Identify and meet financial goals
  • Assessing the financial needs of clients
  • Evaluate client's financial situation and identify investment objectives through a comprehensive and customized financial planning process
  • Deliver financial planning and investment management to own list of clients
  • Review member/client's financial situation
  • Help financial professionals achieve financial and business goals
  • Celebrate achievements Just as work hard to help clients achieve financial goals
  • Launch or advance financial planning career
  • Develop financial plans for clients and prospects
  • Analyze and assess member/client's financial situation, and financial and investment services available to member/client
  • Identify and solve the financial needs of clients by offering investment products

Keywords: Mass Mutual, New Rochelle , Managing Director, Executive , Westbury, New York

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