Financial Advisor (Lafayette)

Full-time

Magnolia Wealth Strategies

Description:

Magnolia Wealth Strategies - A Mass Mutual firm, is a Full-scale, Independent Financial firm, with advisors and offices throughout 4 states. Our firm takes a more holistic approach when doing business. We offer an extensive variety of products to help meet the financial needs of clients and business owners. Services include but not limited to, Property and Casualty Insurance, Life insurance, Disability Income Insurance, Long Term Care, Annuities, Group Benefit's, Financial Planning, Estate Planning, Wealth Management and much more.

MUST BE LOCATED IN LAFAYETTE AREA. * This is a production-based, business owner opportunity

Mass Mutual- Recognized as a 2020 World’s Most Ethical Companies
Score of 100 on the Human Rights Campaign Corporate Equality Index 2020
Diversity Best Practices Inclusion Index Company 2019
Military Friendly Employee
TOP 7 BROKER-DEALER

Qualities

Willingness to learn
Strong communication and relationship building skills with a focus on putting people first
Problem solver.
A strong relationship-builder who takes a people-first approach
A dedicated individual: independent, self-motivated and goal-oriented
A leader, coach, and mentor
Successful sales experience
Ability to listen and obtain knowledge of products and service
Believer in the products you are selling

We will help you by providing…

Leadership support, business advice and guidance
Opportunities for collaboration and mentorship
Cutting edge technologies, making it seamless when doing business
A supportive environment that sees collaboration as key to success
Training and tools
Vast variety of products and services
Allowing you the ability to grow your practice your way.

Qualifications

Bachelor’s Degree or work related experience.
State insurance licensed – Life, Accident, and Health, or willingness to get licensed .
Excellent financial, analytical, and critical-thinking skills.
Ability to problem solve to reach resolution
The ability to collaborate with others and Independently
Strong written and verbal communications skills
Series 6/7, preferred, not required

MUST BE LOCATED IN LAFAYETTE AREA. *

Pay and Benefits

401(k)/ 401(k) matching
Full scale, Health and Wellness insurance (Health, Dental, vision, Life+)
Professional development assistance
Bonus and Incentives
Business owner Opportunity

#LI-MWS1

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Vacancy posted 23 days ago

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