Magnolia Wealth Strategies, a MassMutual firm · 3 weeks ago
Sales Development Specialist Pensacola
Pensacola, FL
Full-time
Onsite
Mid Level
$75K/yr - $100K/yrMagnolia Wealth Strategies is a wealth management firm that prioritizes the financial goals and objectives of its clients. They are seeking an experienced Sales Development Specialist to grow and develop a team while establishing strong relationships with Advisors and aiding them in their financial product knowledge.
Employee BenefitsFinancial ServicesLife InsuranceRetirementWealth Management
Responsibilities
Establish strong relationships with Advisors and continuously develop their skills
Aid Advisors in learning more about products including savings plans, life insurance, mutual funds, and other financial products
Develop and provide financial advice and strategies that are suitable for Financial Advisors
Work with the Advisors and Marketing to generate new business
Assist advisors in prospecting clients through networking and referrals
Expanding Advisors knowledge and skills through ongoing professional development and joint work
Qualification
Required
Strong interpersonal skills and customer service focus
Market development/networking abilities
BA, BS, and/or graduate degree or equivalent work experience required
Willing to get Series 7/6, Series 63/66 licensed, and Life/Health licensed
Company
Magnolia Wealth Strategies, a MassMutual firm
Magnolia Wealth Strategies is a holistic personal and business financial guidance firm offering a full-range of financial solutions serving the needs of individuals, families, and businesses.
Founded in 1851
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase