Investment Advisor Representative

At Mass Mutual, we're committed to fostering a supportive culture where teamwork and growth are at the forefront. As an Investment Advisor Representative, you'll play a key role in guiding and developing a team of advisors, leveraging your experience to nurture emerging talent. If you've mentored peers or excelled in sales management, this role offers a unique chance to step into leadership within our dynamic, innovation-driven environment.

Our current leaders have thrived through our promotion-from-within model, but we also value fresh perspectives from seasoned professionals like you. You'll find our approach to training and development is tailored to equip you with the tools needed for success. We believe in rewarding dedication, which is why we offer a comprehensive benefits package designed to support your career and personal growth.

Join us, and you'll be part of a collaborative team where your contributions are valued, and your career can flourish. If you're ready to grow with us, let's embark on this journey together.

• Develop comprehensive financial plans tailored to clients' needs and goals.
• Conduct thorough financial analysis and provide insights on investment management and wealth management strategies.
• Collaborate with sales teams to enhance financial service offerings and drive sales management initiatives.
• Stay updated on estate planning, tax regulations, and securities law to ensure compliance and provide informed advice.
• Build and maintain strong client relationships through effective communication and customer relationship management.
• Provide one‑on‑one sales experience with clients.
• Train and develop new agents.

• Proven experience in financial planning and analysis.
• Strong understanding of financial concepts and services.
• Proficiency in estate planning, tax experience, and securities law.
• Skills in investment management and wealth management.
• Excellent mathematical abilities and financial software proficiency.
• Effective collaboration and management skills, particularly in sales environments.
• Strong customer relationship management and portfolio management experience.
• Experience training and developing new agents.

• Financial Services: 3 years (Preferred)
• Sales: 3 years (Preferred)
• Insurance background

• Life, Health, and Annuity License (Required)
• SIE, 65, or Series 7 License (Preferred)

$150,000 – $175,000 per year