What are the responsibilities and job description for the Comprehensive Financial Services Provider position at MassMutual Eastern Pennsylvania?
Job Overview
At MassMutual Eastern Pennsylvania, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.
What We Can Offer:
Responsibilities
The ideal candidate will play a key role in delivering comprehensive financial planning and investment advisory services to clients. This includes assisting clients in achieving their financial objectives effectively, working collaboratively with the team, staying engaged in continuous education, and cultivating long-lasting relationships with clients.
Required Skills and Qualifications:
At MassMutual Eastern Pennsylvania, our primary objective is to help people take hold of their finances. By designing strategies that fit their personal needs and style, we can help them attain their financial goals. As a full-service financial firm, we offer insurance and investment products and services for individuals and their families, busy executives, and professionals.
What We Can Offer:
- Paid Training and Licenses
- Health and Insurance Benefits
- Competitive compensation
- Growth opportunities and much more.
Responsibilities
The ideal candidate will play a key role in delivering comprehensive financial planning and investment advisory services to clients. This includes assisting clients in achieving their financial objectives effectively, working collaboratively with the team, staying engaged in continuous education, and cultivating long-lasting relationships with clients.
Required Skills and Qualifications:
- Exceptional interpersonal and communication skills
- Attention to detail and a commitment to providing excellent client service
- Extensive knowledge of financial planning principles, investment products, and market trends
- Bachelor's degree in finance, business, or a related field
