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MassMutual Greater Richmond

Financial Services Professional

Career Insights for Financial Services Representative

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Based on Virginia data

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$70,321 / year median in Virginia

-8% projected decline

Explore Career

Job Description

We are seeking a dedicated Financial Services Professional to join our team. In this role, you will provide expert financial advice and solutions to clients, helping them achieve their financial goals. You will analyze clients' financial situations, develop personalized plans, and recommend appropriate investment strategies, insurance options, and retirement planning services. The ideal candidate has strong communication skills, a solid understanding of financial products, and a commitment to delivering exceptional customer service. This position offers opportunities for professional growth and the chance to make a meaningful impact on clients' financial well-being.
Qualifications:
Sales experience (outside sales representative) B2B Prospecting Effective Communication Skills Self-Motivated, Detail Oriented Excellent customer service skills Valid Life, Health, and Annuities License (Preferred) Ability to work in a fast paced work environment Full-time $90,000.00 to $120,000.00 /year
Job Type:
Full-time Pay:
$90,000.00 - $120,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Paid time off Vision insurance
Experience:
Sales:
2 years (Preferred)
Prospecting:
2 years (Preferred)
License/Certification:
Life, Health, and Annuity License (Preferred)
Work Location:
In person