As a Financial Advisor with SFG a MassMutual Greater Houston partner, you will work directly with individuals, business clients, 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. Working side-by-side with experienced professionals, you’ll be a part of a team who will guide you to build a sustainable practice. You will have access to a host of tools, resources, and training to develop and continually improve your skill set.
- Seeking Candidates that are self-starters, coachable, and have an enterprising mindset
- Meet pre-determined production goals as outlined in the interview process
- Comply with all regulatory requirements, including licensing and registrations in the first 4 months. Life Health, SIE, Series 7, Series 66
- Develops client pipeline by prospecting, networking, engaging in community initiatives, centers of influence, and developing niches
- Learn specific software related to lines of business such as eMoney and Rightcapital
- Build and maintain excellent working relationships with internal partners and teammates
- Full Benefits include 401K, Pension, Health, Disability, Life insurance, etc.
- Skills - business development, communication, coachable, multitasking, professionalism
- 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 skill set through ongoing professional development and joint work with fellow associates
- Series 7 and 66 or 63/65
- 2+ years of sales skills preferred
- Enterprising mindset and willingness to work with a team
SFG - MassMutual is a Comprehensive Financial Planning firm in Greater Houston Area. With Offices in the Inner-Loop, Katy, West Chase, Sugar Land, and Friendswood we cover all of Houston.
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