Financial Services Representative

Overview

3 weeks ago Be among the first 25 applicants

Company Description
Synergy Wealth Solutions is a financial services firm located in St. Louis, MO. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. In partnership with Mass Mutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day.

This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning.

Must be competitive and self-driven!

• Excellent analytical and problem-solving skills
• Effective communication and interpersonal skills
• Ability to build and maintain authentic, client relationships
• Life/Health Insurance, Series 7, Series 66 licensed within 12 months

• Sell planning and protection insurance products with the opportunity to sell products related to asset and investment management
• Maintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts
• Compound network growth through new business development strategies using outreach campaigns, referrals, and industry events
• Complete licensing for advanced market planning
• 1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) license
• Deep interest in building advisory plans for your clients
• Interest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed)
• Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicle
• You are analytical, driven, and possess the grit needed to be successful in a sales role

We are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join Mass Mutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company.

Estimated first year earnings are based on sales performance, closed cases, and historical ranges. It is not guaranteed compensation. All benefits mentioned are based on contract status (contract

A) with Mass Mutual. You will be contracted directly with Mass Mutual.

• Seniority level:
  Entry level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales

St Louis, MO;
Chesterfield, MO;
Maryland Heights, MO;
Earth City, MO are locations mentioned with varying compensation ranges.