Financial Coach - Sales Agents

At Mass Mutual, we are dedicated to helping individuals and businesses attain financial stability and confidence in their future. As a Financial Coach - Sales Agent, you will champion this mission by delivering tailored retirement planning, insurance, and tax strategy services. Your responsibilities will include connecting with clients to assess their specific financial goals and designing personalized plans that keep their long-term objectives achievable.

We believe strong relationships are essential, and you will act as a dependable advisor, supporting clients throughout their financial journey with knowledge and integrity.

We prioritize innovation and professional development, providing comprehensive training and guidance to help you succeed. At Mass Mutual, you will be part of a supportive culture that promotes continuous learning and career growth.

Our distinctive benefits, including flexible work options and competitive compensation, reflect how much we appreciate your impact. Together, let’s create meaningful change by shaping a future where financial security is within everyone’s reach.

$75,000 - $125,000 yearly

• Engage with clients to understand their financial goals and create personalized plans that align with their needs.
• Provide expert guidance on retirement planning, insurance options, and tax strategies to enhance clients' financial security.
• Build and maintain strong, trusting relationships with clients, serving as a reliable advisor throughout their financial journey.
• Collaborate with team members to share insights and strategies, fostering a culture of continuous learning and improvement.
• Stay informed about industry trends and regulatory changes to ensure clients receive the most current and relevant advice.
• Conduct regular reviews of clients' financial plans to ensure they remain aligned with evolving goals and market conditions.
• Utilize innovative tools and resources provided by Mass Mutual to deliver exceptional service and solutions to clients.

• Sales experience (outside sales representative, retail sales associate) preferred.
• Strong Interpersonal, organizational, and communication skills.
• Self-Motivated, Detail-Oriented.
• Communicates effectively, confidently, and is comfortable engaging all clients.
• Valid Life, Health, and Annuities License (Preferred).
• Ability to work in a fast-paced work environment.
• Computer skills needed.

Great Culture, Great Benefits, Excellent Training, and Support.