Regional External Wholesaler - Wealth Management
Attention all experienced and driven financial professionals! Are you passionate about building and maintaining relationships with financial advisors and helping them achieve their clients' financial goals? Look no further, as Massachusetts Mutual Life Insurance is currently seeking a Regional External Wholesaler for our Wealth Management division. In this role, you will have the opportunity to work with a dynamic team and contribute to the growth and success of our company. We are looking for a highly motivated individual with a proven track record in sales and wealth management. If you possess strong communication, networking, and presentation skills, and have a deep understanding of the financial services industry, we want to hear from you! Join our team and make a positive impact on the financial future of our clients.
- Develop and maintain strong relationships with financial advisors to promote the company's wealth management products and services.
- Proactively reach out to potential clients and build a network to expand the company's reach and market share.
- Act as a subject matter expert on the company's products, services, and industry trends to effectively communicate with financial advisors.
- Collaborate with internal teams to develop and implement sales strategies and initiatives.
- Provide training and support to financial advisors on the company's products and services.
- Conduct presentations and meetings with financial advisors to showcase the company's offerings and educate them on how to best serve their clients.
- Stay updated on industry regulations and compliance requirements to ensure all activities are in accordance with guidelines.
- Meet or exceed sales targets and contribute to the overall growth of the company's wealth management division.
- Provide feedback and insights on market trends, competitor activities, and client needs to assist in the development of new products and services.
- Travel within the assigned region to meet with financial advisors and attend industry events and conferences.
- Maintain accurate records of sales activities and report on progress to management.
- Represent the company in a professional and ethical manner at all times.
Strong Knowledge Of Wealth Management Products And Services: A Regional External Wholesaler At Massachusetts Mutual Life Insurance Should Have A Deep Understanding Of The Various Wealth Management Products And Services Offered By The Company. This Includes Mutual Funds, Annuities, And Life Insurance Policies.
Proven Sales Experience: The Role Of A Regional External Wholesaler Is Primarily Sales-Driven, So It Is Essential For Candidates To Have A Strong Track Record Of Meeting And Exceeding Sales Targets. Previous Experience In A Sales Role Within The Financial Services Industry Is Highly Desirable.
Excellent Communication And Presentation Skills: As A Regional External Wholesaler, You Will Be Responsible For Building Relationships With Financial Advisors And Presenting Complex Financial Products To Them. Therefore, Strong Communication And Presentation Skills Are Essential To Succeed In This Role.
Understanding Of The Financial Industry And Regulatory Environment: Candidates Should Have A Thorough Understanding Of The Financial Industry, Including Regulations And Compliance Requirements. This Knowledge Is Crucial In Ensuring All Sales Activities Are Conducted Ethically And In Line With Industry Regulations.
Ability To Work Independently And Remotely: A Regional External Wholesaler Is Required To Work Independently And Remotely, Often Traveling To Meet With Financial Advisors And Clients. Candidates Should Be Self-Motivated, Disciplined, And Able To Manage Their Time Effectively To Achieve Results In A Remote Working Environment.
Communication Skills
Financial Planning
Networking
Lead Generation
Product knowledge
Presentation skills
Relationship Management
Territory management
Market analysis
wealth management
Sales strategies
Client Acquisition
Communication
Conflict Resolution
Emotional Intelligence
Leadership
Time management
creativity
Attention to detail
Teamwork
Adaptability
Problem-Solving
According to JobzMall, the average salary range for a Regional External Wholesaler - Wealth Management in Boston, MA, USA is $100,000-$150,000 per year. However, this can vary depending on factors such as experience, qualifications, and performance.
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The Massachusetts Mutual Life Insurance Company, founded in 1851, is an American mutual life insurance company serving five million clients. With headquarters in Springfield, Massachusetts, the company employs more than 7,000 in the United States, and a total of 10,614 internationally.
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