Job description
Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefit's, Financial Planning, Estate Planning, Wealth Management and much more.
MUST BE LOCATED IN LAFAYETTE AREA. * This is a production-based, business owner opportunity
- Mass Mutual- 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 Employee
- TOP 7 BROKER-DEALER
Qualities
- Willingness to learn
- Strong communication and relationship building skills with a focus on putting people first
- Problem solver.
- A strong relationship-builder who takes a people-first approach
- A dedicated individual: independent, self-motivated and goal-oriented
- A leader, coach, and mentor
- Successful sales experience
- Ability to listen and obtain knowledge of products and service
- Believer in the products you are selling
We will help you by providing…
- Leadership support, business advice and guidance
- Opportunities for collaboration and mentorship
- Cutting edge technologies, making it seamless when doing business
- A supportive environment that sees collaboration as key to success
- Training and tools
- Vast variety of products and services
- Allowing you the ability to grow your practice your way.
Qualifications
- Bachelor’s Degree or work related experience.
- State insurance licensed – Life, Accident, and Health, or willingness to get licensed .
- Excellent financial, analytical, and critical-thinking skills.
- Ability to problem solve to reach resolution
- The ability to collaborate with others and Independently
- Strong written and verbal communications skills
- Series 6/7, preferred, not required
MUST BE LOCATED IN LAFAYETTE AREA. *
Pay and Benefits
- 401(k)/ 401(k) matching
- Full scale, Health and Wellness insurance (Health, Dental, vision, Life+)
- Professional development assistance
- Bonus and Incentives
- Business owner Opportunity
#LI-MWS1
Skills Required
- Bachelor's degree or related work experience
- State insurance license in Life, Accident, and Health, or willingness to obtain licensing
- Excellent financial, analytical, and critical-thinking skills
- Problem-solving ability
- Ability to collaborate independently and with others
- Strong written and verbal communication skills
- Series 6 or Series 7 license
- Located in the Lafayette area
What We Do
Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses. Our main purpose is to help people secure their future and protect the ones they love. We also strive to serve the communities where we live and work. Everything we do is driven by our desire to build and maintain deep, meaningful relationships and make a difference in people’s lives. As one of the oldest firms in the southeast, Magnolia Wealth Strategies diverse team of over 120 financial professionals has the experience and knowledge to understand your unique situation and provide you with solutions to help you prepare for your future. Together, we can help you reach your goals. _____ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 3838 N Causeway Blvd., Suite 3400, Metairie, LA 70002. 504-613-2000.
