Financial Advisor, Financial Services Professional. Both entry level and experienced career opportun Job at Vision Financial Group, Rochester, NY

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  • Vision Financial Group
  • Rochester, NY

Job Description

Job Description

Job Description

Recent demographic, economic, and global trends have created enormous opportunities for Financial Services Representatives.

Financial growth. Personal satisfaction. Opportunity to advance. Control, flexibility and work life blending.

This career can offer many benefits, advantages and rewards that many jobs simply cannot provide.

At MassMutual New York State, we are a team of dedicated, passionate professionals, committed to making a positive difference in the lives of others, while pursuing a profession that will provide financial growth, personal satisfaction, work life blending, a sense of ownership and pride that comes with the opportunity to build a business for yourself, but not by yourself.

As we continue in our successful growth, already an established industry leader, we are looking for:

self-motivated, driven and ambitious entrepreneurial individuals who want to seize the opportunity to build a significant, sustainable financial services practice, and

be willing to put in the effort, commitment and work ethic to realize their goals

while achieving this through a greater good, who genuinely want the ability to bring peace of mind and financial security to others.

Could this be you?

Our local agency offers a unique business model with top leadership combining to have over 175 years of industry experience.

Turnkey marketing programs to help you launch and build your business

Extensive training and ongoing education through a varied curriculum, to include: 1 on 1 sessions, mentors, joint work, specialist advisors, classroom training, online training with MassMutual University, Hoopis Performance Network and ongoing education opportunities through the American College.

Support: locally for all areas of your practice, together with the backing and resources of a Fortune 500 company, and third largest broker dealer.

Benefits* include: subsidized health insurance, 401k with match, cash balance pension plan, new advisor start up incentive based subsidy, competitive compensation, bonuses, monthly allowances.

Access to a wide selection of insurance and investment products, not limited to proprietary products. Additionally, we offer non-MassMutual solutions through Ash Brokerage and Crump platforms.

Your Responsibilities Will Include:

building a client base, executing marketing strategies

conducting financial reviews and assessments, designing and implementing financial plans

collaborating with your fellow advisors and support team

learning industry fundamentals and moving into advanced markets and financial concepts

serving clients with care, compassion, and integrity

Preferred Skills And Experience

People from all walks have life and all ages have become successful financial advisors. So, we are always interested in talking with the individual who can share in our vision and our passion.

However, some skills/experience that could prove beneficial for this career:

Bachelors degree or equivalent work experience

Life and Health Insurance license and/or Series 7 & 66. We will sponsor and subsidize licensing costs

A demonstrated track record of success and a commitment to self-improvement

A sense of accountability, results driven and revenue focused

3 years plus experience as a full-time sales person preferred but not required

Desire for performance based compensation essential.

Outgoing personality with the ability to develop relationships and strong communication skills

Self-disciplined with ability to work autonomously but still be a team player

A strong network and active in the community

Customer service mentality with a strong code of personal ethics

Stable financial background

Competitive compensation with full benefits and new advisor incentive based subsidies, plus bonuses. Additionally, you have the ability to earn recognition trips to great locations around the country and world!

**FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. FORTUNE and Time, Inc. are not affiliated with, and do not endorse products or services of MassMutual.

Job Tags

Full time, Work experience placement, Local area,

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