Company Description MassMutual South Carolina focuses on personalized financial planning centered on each client’s goals and life direction. Headquartered in Charleston, SC, the firm serves individuals, families, and businesses across South and North Carolina through a network of financial professionals. The agency offers a broad range of insurance, investment, and financial planning products and services to help clients build a secure financial future. Financial Services Representatives operate as independent contractors affiliated with Massachusetts Mutual Life Insurance Company (MassMutual) and its subsidiaries, delivering securities, investment advisory, and planning services through MML Investors Services, member SIPC.
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
Role Description The Financial Services Professional is a full-time, hybrid role based in Charleston, SC, with flexibility for some work from home. This role involves meeting with clients to understand their financial goals, conducting detailed financial and retirement planning analyses, and recommending appropriate insurance and investment solutions. Day-to-day activities include building and managing a client portfolio, presenting tailored financial strategies, maintaining ongoing client relationships, and staying current with industry regulations and products. The position also requires proactive prospecting, participating in training and development programs, collaborating with colleagues, and using firm tools and resources to deliver high-quality financial advice.
Qualifications
While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.
Role Description The Financial Services Professional is a full-time, hybrid role based in Charleston, SC, with flexibility for some work from home. This role involves meeting with clients to understand their financial goals, conducting detailed financial and retirement planning analyses, and recommending appropriate insurance and investment solutions. Day-to-day activities include building and managing a client portfolio, presenting tailored financial strategies, maintaining ongoing client relationships, and staying current with industry regulations and products. The position also requires proactive prospecting, participating in training and development programs, collaborating with colleagues, and using firm tools and resources to deliver high-quality financial advice.
Qualifications
- Candidates should possess skills in Financial Planning and Retirement Planning to develop comprehensive strategies for individuals, families, and businesses.
- Candidates should possess skills in Finance and Financial Services to evaluate products, interpret market information, and support sound financial decision-making.
- Candidates should possess strong Communication skills to explain complex concepts clearly, build trust, and maintain long-term client relationships.
- Bachelor’s degree in finance, business, economics, or a related field is preferred.
- Relevant licenses (e.g., state life/health insurance license, FINRA registrations such as Series 6/7 and 63/65/66) or willingness to obtain them.
- Demonstrated ability in client-facing or sales roles, with a focus on relationship building and goal-based planning.
- High level of integrity, professionalism, and commitment to ethical standards. xhqgsiq
- Comfort with hybrid work, digital tools, and CRM systems to manage activities and client information.
Financial Services Professional in charleston at Unknown Company
This position is listed as contract and able to be worked remotely.