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Summary of Responsibilities:
If you are a problem-solver, like helping people, and have a good work ethic, a career in financial services may be a good fit for you. Entry-Level Financial Service Representatives strive to get to know their clients by building strong relationships that will last a lifetime. FSR's should strive to meet the needs of clients by establishing and cultivating relationships, having vast knowledge of products available and being able to provide the resources necessary to holistically plan for clients’ current and future needs.
Principal Responsibilities:
· Develop and cultivate client base
· Meet clients outside of the office to establish client needs and recommend appropriate products and services
· Market and sell appropriate products, including life insurance, disability income insurance, long-term care insurance, annuities, and investments
· Analyze, prepare and deliver presentations and seminars to clients through the effective use of information, data and product knowledge
· Demonstrate outstanding client service and support by continuing to assist current clients in achieving their changing financial objectives
· Comply with all industry and Company rules and regulations
· Actively participate in on-going training as provided by the Company
· Attend firm meetings and required training sessions
Knowledge/Skills/Competencies Required:
· Business ethics, honesty and integrity
· Customer service focused
· Self-motivated and goal-oriented
· Ability to learn and adhere to compliance regulations and all Company policies and procedures regarding the sale and service of all Company products
· Willing to obtain required licenses
· Comfortable working in a performance-based compensation model
Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. CRN 202103-244545
At MassMutual Illinois, we help you get your financial world in order and aligned with your life. We work closely with you to gain a thorough understanding of your objectives. Then, we guide you through a series of steps including discovery, planning, delivery and implementation and monitoring of your financial strategy. We also offer an array of products and services that will help you build a sound financial future.