Financial Design Careers

Are You Looking? We Are.

We're growing our firm and looking for top talent to join our team of financial services professionals in Jacksonville & Tallahassee, FL, Savannah, GA and Mobile, AL. Must be a driven, entrepreneurial-minded professional who desires to be a TOP Advisor in Financial Services. Career Changers and Experienced Financial Services Professionals all thrive in our organization.

At Financial Design Associates, a MassMutual general agency, we have a unique training program for new Associates that demonstrates our experience and ongoing commitment to the growth and progress of our elite team of Financial Services Professionals. Our experienced Management team provides the most professional and client focused sales, product and business management training in the industry. Associates will build upon their knowledge of these topics, while focusing on developing client relationships and building a referral-based financial services practice.

With the assistance of our experienced managers and in-house Marketing Director, our Associates will learn to develop a pipeline of affluent clients through target markets, identify client needs, develop relationships with existing and prospective clients, review goals, prepare recommendations that align with client goals, and the business management skills needed to operate an optimal practice model.

Responsibilities:

  • Developing a book of business in order to meet and exceed the required performance hurdles
  • Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering MassMutual resources, and delivering customized solutions to meet client needs
  • Recommending insurance, retirement, and investment products and services that are suitable for prospects and clients based on their objectives and needs
  • Seeking the expertise of our in-house specialists, where appropriate, to identify solutions for clients
  • Completing required training, maintaining continuing education requirements and meeting performance standards

Qualifications:

  • Strong interpersonal skills with a client-centered focus
  • Willingness to network in both professional and personal markets
  • Driven, proven record of exceeding goals
  • Sales experience, or has worked in professional or entrepreneurial setting
  • State of Florida Life/Health License preferred or must obtain
  • FINRA Licenses not required, but should obtain within first 6-12 months

The MassMutual Financial Group is a global diversified financial services organization whose member companies offer a broad portfolio of financial products and services. Our objective is to build, promote and continually innovate a diverse range of financial solutions tailored to the needs of our individual, corporate and institutional clients over the long term. Our goal is to help our clients achieve success in a changing world through the accumulation and protection of wealth.

No experience is necessary and comprehensive training will be provided. Competitive benefits package** available. For more information, please visit our web site at www.massmutual.com/mycareer or contact Julie Chancellor, Recruiting Director, at juliechancellor@financialguide.com and 904-997-2371.

Financial Design Associates is an equal opportunity employer and will not discriminate against any employee or applicant for employment on the basis of race, gender, sexual orientation, national origin, ancestry, religion, age, disability, handicap or veteran status.

*Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member FINRA/SIPC 200 W. Forsyth Street, Suite 600, Jacksonville, FL 32202

**Eligibility applies only to those Financial Services Representatives who hold a full-time career contract (X4X) with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111 CRN201905-212311