Sales Development Specialist
Magnolia Wealth Strategies, a MassMutual firm, Pensacola, Florida, United States, 32573
About the Role
Magnolia Wealth Strategies is a wealth management firm. With a family-friendly culture and a holistic approach, we prioritize the financial goals and objectives of our clients, helping them secure their financial future.
Are you up for a challenge? Is your inner Leader looking to grow a team? Our firm is rapidly expanding, and we are looking for an experienced Sales Development Specialist for the team in Pensacola. Are you an experienced Financial Advisor who wants to help the next generation of Financial Advisors build their legacy? We have the perfect opportunity for you.
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
Qualifications
BA, BS, and/or graduate degree or equivalent work experience
Life/Health (215) licensed
Prefer Series 7/6, Series 63/66 licensed
Required Skills
Experienced Financial Advisor
Strong interpersonal skills and customer service focus
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Are you up for a challenge? Is your inner Leader looking to grow a team? Our firm is rapidly expanding, and we are looking for an experienced Sales Development Specialist for the team in Pensacola. Are you an experienced Financial Advisor who wants to help the next generation of Financial Advisors build their legacy? We have the perfect opportunity for you.
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
Qualifications
BA, BS, and/or graduate degree or equivalent work experience
Life/Health (215) licensed
Prefer Series 7/6, Series 63/66 licensed
Required Skills
Experienced Financial Advisor
Strong interpersonal skills and customer service focus
#J-18808-Ljbffr