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Build a book of business using provided leads and self-sourced opportunities. Conduct financial needs assessments, recommend retirement/protection/savings solutions, educate clients, maintain relationships, track activity, and participate in training and coaching while pursuing required licensing and performance milestones.

Early-career Financial Advisor role focused on building a book of business using provided leads and marketing support. Responsibilities include meeting prospects, conducting financial needs assessments, recommending client solutions (retirement, protection, savings), building long-term relationships, tracking activity, and participating in training and mentorship. Compensation is activity-based with bonuses, commission upside, and licensing support.

Work with provided and self-generated leads to assess clients' financial needs, recommend solutions (retirement, protection, savings), build long-term client relationships, and track daily activity. Participate in structured training, licensing, and mentorship while growing a book of business and earning activity-based stipends, commissions, and bonuses.

Deliver personalized financial guidance and strategic planning for clients. Build and manage a client portfolio, conduct comprehensive financial assessments (retirement, investments, insurance, tax-advantaged), prepare customized plans with firm planning software, provide ongoing advice and portfolio reviews, stay current on market and regulatory changes, and collaborate with team members to ensure high-quality client experiences.

Provide comprehensive, holistic financial planning and wealth management services (life insurance, annuities, retirement, estate planning), grow or lead a book/team, and leverage MassMutualbrand, digital tools, and institutional support to enhance client outcomes and long-term relationships.

Manage a portfolio of clients delivering personalized financial planning across retirement, investments, insurance, tax-advantaged strategies. Prepare customized plans with firm planning software, provide ongoing advice and portfolio reviews, stay current on markets and regulations, and collaborate with team members to deliver high-quality client service while building long-term relationships and growing business.

Early-career financial sales role focused on building a book of business using provided leads and marketing support. Conduct client needs assessments, recommend financial solutions (retirement, protection, savings), maintain relationships, track activity, and participate in training and mentorship. Compensation is activity-based stipend, commissions, bonuses, and long-term residual income.

Meet with prospective clients (provided leads and self-generated), assess financial needs, recommend retirement/protection/savings solutions, build long-term client relationships, track daily activity, and participate in training, coaching, and licensing to grow a book of business.