Sagient - A Subsidiary Mass Mutual
Location
Irvine, CA | United States
Job description
Our firm is rapidly expanding and we are looking for an experienced financial advisor to advise our clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today!
Responsibilities:
- Assist clients in implementing financial recommendations such as life insurance, mutual funds, savings plans, and other financial products
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
Qualifications:
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Requires a Bachelor’s degree in finance, business administration, or related field
- Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
About Company:
Sagient’s mission is to provide financial security and peace of mind through our Insurance, LTC, Annuity, and Investment solutions.
We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanency of Mass Mutual and our commitment to doing the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us.
We have always believed in helping people like you, families like yours, and businesses of all kinds create, protect, and preserve their financial security. Since 1851, we’ve been doing just that.
Mass Mutual is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity Mass Mutual Insurance Company 1295 State Street Springfield, MA 01111-0001
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