Financial Service Executive

Responsibilities

• Client Relationship Management: Develop and nurture trusted client relationships through detailed needs assessments.
• Identify financial priorities, objectives, and risk profiles through detailed need assessments.
• Deliver tailored recommendations in finance and wealth management, including investment strategies, retirement planning, insurance planning, and fee-based financial plans, and wealth management services.
• Partner with our in-house Financial Planning Team** and internal specialists to create integrated, multi-generational wealth solutions.
• Review and analyze client portfolios on an ongoing basis to ensure alignment with evolving goals and market conditions.
• Track industry developments, regulatory updates, and market trends to provide informed, timely guidance.
• Proactively grow your book of business through referrals, networking, and strategic prospecting initiatives.
• Lead clients through the discovery process, account setup, and required documentation.

Requirements

• Strong interpersonal and relationship-building skills.
• Drive: Goal-driven mindset with demonstrated success in sales or business development.
• Work Style: Ability to work autonomously while contributing effectively within a collaborative team environment.
• Bonus Points: Series 7 License.

Perks

• High Earning Potential: Competitive compensation structure including commissions, allowances, and bonuses with an estimated first-year earning potential of $100,000–$200,000*
• Full Benefits Package: Medical, dental, vision, HSA, FSA, and a 401(k) with company match****.
• Mentorship: Direct partnership with a Senior Financial Executive, including access to established client relationships and lead-generation programs.
• Licensing Support: Sponsorship and hands-on support to obtain Life, Accident & Health insurance licenses, as well as Series 7 and Series 66 registrations (includes a weekly on-site Series 7 study group).
• Training & Development: Structured six-month Executive Training Program with continued personalized coaching from a locally based Executive Leadership Team.
• Product Independence: Ability to offer non-proprietary insurance solutions through third-party partnerships.
• Culture: Modern, technology-driven office environment with a strong team-oriented culture, firm-wide awards, and incentive programs.

Disclaimers

• Property and Casualty is offered through Blue Ocean Protection Solutions, LLC.
• To do Fee-Based Financial Planning or offer other investment/insurance advice you must be properly licensed.
• The average expected first-year earnings range is an approximate figure based on historical performance.
• 401(k) match will be received only if production is over $85k FYC. Eligibility applies only to those Financial Services Representatives who hold a full-time career contract with MassMutual.
• Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination.