Sales Development Specialist
Full Time
Mid Level
Posted 3 months ago Expired
This job has expired
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Upload Your ResumeAbout This Role
Lead and grow a team of Financial Advisors in Pensacola, providing guidance and continuous development to help them build their legacy in financial services.
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
Requirements
- 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
Qualifications
- BA, BS, and/or graduate degree or equivalent work experience
- Experienced Financial Advisor
Nice to Have
- Prefer Series 7/6, Series 63/66 licensed
About Magnolia Wealth Strategies, a MassMutual firm
Magnolia Wealth Strategies is a wealth management firm with a family-friendly culture and a holistic approach, prioritizing the financial goals and objectives of clients.
Finance
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