- Prepare and submit insurance and investment paperwork and assist with new account openings, transfers, and transactions.
- Assist with the continuous development and implementation of our client service model.
- Enhance relationships with clients and prospects through your positive presence and through appropriate documentation in our CRM.
- Respond to routine client service issues and requests.
- Champion, train and implement technology.
- Provide administrative support to the team as needed: schedule appointments, answer and screen calls, compose and proofread correspondence and other written materials.
- Make an impact – starting with your own life.
- This is a career move that could redefine everything
You know that restlessness you feel? Perhaps it's an inner voice coaxing you to step into
life more boldly. Build something. Do something meaningful. Be in control of your own
life. It may be your inner entrepreneur calling to be released.
What if it were possible to do all those things at once: to build something, to have deep
impact on the world around you, and to have greater control over the course of your
life?
It is in fact possible, and it's happening throughout our firm. You, too, can make the
career move that may redefine every relationship in your life: from your personal
relationships to your relationship with your work and your finances.
If you've considered business ownership, then start your business with us
As a Financial Services Professional, you will work directly with individuals,
businesspeople, and families to help them navigate through and secure their financial
future.
The work you do is both of value, and aligns with the values we share with you:
- Make an impact on people's lives, and the communities you care for by
providing paths to financial stability and peace of mind
- Follow a well-defined career path that integrates education with mentorship and
teaming opportunities
- Benefit from a culture of innovation that embraces growth and the changes that
come with it
- Enjoy transparency, honesty, and clarity as the fundamental ingredients of
partnership
- Have a voice – your contributions and input matter
- Experience the power of flexibility – and the freedom to design your work and
your life the way you envision
How will you build your business?
You will...
- Establish networks and cultivate referrals
- Develop and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analyses
- Broaden and deepen your skillset through ongoing professional development
and joint work with fellow associates
Who do you need to be?
- A strong relationship-builder who takes a client-first approach
- A connector with people, a connector of people
- A dedicated worker: independent, self-motivated and goal oriented - Contact us today to discuss a change to work that can have great impact.
CRN -
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Wealth Management Advisor - Pittsburgh, United States - MassMutual Pittsburgh
Description
Job Description
Job DescriptionHow will you help grow our Practice?
You will...