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Meet with provided and self-generated prospects, assess financial needs, educate clients on retirement, protection, and savings strategies, implement suitable financial solutions, and build long-term client relationships. The role includes structured training, coaching, activity tracking, licensing support, and development of a personal book of business with stipend, bonuses, commissions, and residual income potential.

Build and manage a book of business by meeting with provided and self-generated prospects, assessing financial needs, educating clients on retirement, protection, and savings strategies, and implementing suitable solutions. Maintain long-term client relationships, track daily activity, participate in training and coaching, and work toward production goals with support from team leaders. The role offers licensing support, an activity-based stipend, bonuses, commissions, and residual income potential.

Meet with prospective clients, assess their financial needs, educate them on retirement, protection, and savings strategies, and build long-term client relationships. Advisors receive leads, training, coaching, and licensing support while developing their own book of business. Compensation includes an activity-based stipend, performance bonuses, commissions, and potential residual income.

Meet with provided and self-generated prospective clients, assess financial needs, educate them on retirement, protection, savings, and other strategies, and implement suitable solutions. Build and maintain a client book of business, track activity toward goals, and participate in ongoing training, coaching, and team development. Compensation includes an activity-based stipend, performance bonuses, commissions, and potential residual income.

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.