Now Hiring - Capstone Partners Financial and Insurance Services, LLC - Financial Advisor in Lehi, UT

Full description of the position

Job description

Financial Services Professional

At Capstone Partners, you’re in control of your career journey. Whether that journey is a career in financial advising or a career in management you will receive the training necessary with a clear growth path to achieve what you want in your career. Backed by a Fortune 100 company that is a leader in the financial services industry, Capstone Partners will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success.

What we’re looking for

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. This is a sales position but also so much more than that—it’s a career with purpose and opportunity. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.

What we offer

Training & Development

We’ll equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first three years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. You’ll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents.

Digital Tools

Beyond this training and support, Capstone Partners will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content.

Products and Solutions

Together with its subsidiaries, Capstone Partners provides a range of products, including life insurance, annuities, long term care insurance and investment products such as mutual funds through our broker-dealer arm MMLIS Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with our investment advisory division to offer wealth management and advisory services *1, estate planning strategies and business solutions.

Human Guidance

When you join Capstone Partners, you’re joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents.

How we will compensate you

You have the power to determine your own income with our uncapped commission-based compensation. Across our more than 12,000 diverse agent population, the average income in 2020 was $91,351. *2 Individual agent performance dictates this income. Additional benefits include medical, dental, vision, a 401(k) and pension. *3

About Capstone Partners

MassMutual is a Fortune 100 company with a long history of doing good. We have been in business for over 150 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for our clients.

Job Type: Full-time

Pay: $75,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Bonus pay
• Commission pay

Education:

• Bachelor's (Preferred)

Experience:

• Financial concepts: 1 year (Preferred)
• Sales: 1 year (Preferred)

License/Certification:

• Life & Health Insurance License (Preferred)

Work Location: Hybrid remote in Lehi, UT 84043