Magnolia Wealth Strategies, a MassMutual firm · 1 day ago
Sales Development Specialist
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 Branch Leader to help develop the skills of Financial Advisors and generate new business through strong relationships and professional development.
FinanceWellnessHuman ResourcesHealth InsuranceEmployee 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
Experienced Financial Advisor
Strong interpersonal skills and customer service focus
Market development/networking abilities
BA, BS, and/or graduate degree or equivalent work experience
Life/Health (215) licensed
Preferred
Series 7/6, Series 63/66 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