Financial Services Professional

MassMutual Greater Richmond is hiring a Financial Services Professional to serve clients in Glen Allen, VA on an onsite basis. The role combines client relationship building with financial education, tailored planning, and ongoing support from experienced mentors and specialists, with training and sponsorship to help support licensing progress.

This position focuses on helping individuals, families, and business owners work toward their financial goals through strategies spanning retirement planning, investments, insurance, and wealth-building. You will develop personalized recommendations, strengthen referral-driven relationships, and build a professional network through community engagement.

Key Responsibilities

• Build strong relationships with clients, including individuals, families, and business owners.
• Assist clients in identifying financial goals and creating tailored strategies.
• Educate clients on retirement planning, investments, insurance options, and wealth-building solutions.
• Develop personalized financial recommendations to help clients achieve their objectives.
• Expand your professional network through referrals and community engagement.
• Support long-term client relationships with guidance from experienced mentors and specialists.

Qualifications

• Sales experience (outside sales representative).
• B2B prospecting experience.
• Effective communication skills.
• Self-motivated and detail oriented.
• Excellent customer service skills.
• Valid Life, Health, and Annuities License (preferred).
• Ability to work in a fast paced work environment.
• Minimum experience: 2 years.

Preferred Experience

• Sales: 2 years (preferred).
• Prospecting: 2 years (preferred).

Licenses & Certification

• Life, Health, and Annuity License (preferred).

Compensation & Work Details

• Salary: USD 90,000 - 120,000 per year.
• Job type: Full-time.
• Work location: In person.
• Location: Glen Allen, VA.

Benefits

• 401(k) and 401(k) matching.
• Dental insurance.
• Flexible schedule.
• Health insurance.
• Life insurance.
• Professional development assistance.
• Retirement plan.
• Vision insurance.

Ideal Backgrounds

• Sales & Business Development
• Leadership & Management
• Education
• Healthcare
• Human Resources & Recruiting
• Military Service
• Hospitality & Retail Management
• Small Business Ownership
• Insurance & Financial Services