Synergy Financial Services Representative (Inexperienced)

Company DescriptionSynergy Wealth Solutions is a financial services firm located in St. Louis, MO and Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day.Role DescriptionThis is a full-time on-site role for a Financial Services Representative. The Financial Services Representative will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in growing your book of business as well as succession planning. Must be competitive and self-driven!QualificationsExcellent analytical and problem-solving skillsEffective communication and interpersonal skillsAbility to build and maintain authentic, client relationshipsLife/Health Insurance, Series 7, Series 66 licensed within 12 monthsWhat You'll Do And How You'll Do ItSell planning and protection insurance products with the opportunity to sell products related to asset and investment managementMaintain a continuous networking and marketing effort by promoting your services and building your professional network through marketing, social media, and other outreach efforts.Compound network growth through new business development strategies using outreach campaigns, referrals, and industry eventsComplete licensing for advanced market planning1+ as a licensed financial services representative with a minimum active LAH (life, accident, health) licenseDeep interest in building advisory plans for your clientsInterest in becoming a financial planner, and even more, a fee-based financial planner (to be discussed)Genuine interest in how life insurance, wealth management and annuities can be used as a retirement vehicleYou are analytical, driven, and possess the grit needed to be successful in a sales roleWhy Join UsWe are an agency of Mass Mutual and MML Investors, so you also have the backing of a Fortune 100 Company once you join MassMutual. We are changing the planning business, one hire at a time and transforming into a modern Financial Services company.Estimated first year earnings are based on sales performance, closed cases, and historical ranges. It is not guaranteed compensation. All benefits mentioned are based on contract status (contract A) with MassMutual. You will be contracted directly with MassMutual.