Type of Positions
Full-Time Entry Level
Majors or Schools
As a Financial Advisor, you will play a key role in helping clients develop financial strategies to improve the quality of life and plan for the future. From financing a child’s education to designing a retirement plan, a career in financial services gives you the opportunity to realize your professional aspirations and make a genuine difference in the lives of the people you serve.
A select few of the responsibilities, marketing, and sales activities that you will be keenly involved in and focus on during the early years of building your career with Spectrum Financial Group are, but are not limited, to the following:
•Develop your "natural market"
•Identify one or more target markets
•Develop Market Development and General Marketing Plans
•Complete a rigorous multi-year training curriculum
•Prospect, Network and Seek Referrals
•Schedule and keep appointments
•Complete Fact Finders - gather important information about a prospects finances and goals
•Open Cases and develop solutions
•Provide superior customer service
•Build lasting long term relationships
•Follow the proven and prescribed approach, routines, and business practices until such time as consistent success is achieved and experience and know how are clearly established
•Maintain effective and detailed records of prospecting, networking, and sales activity including personal information about prospects and clients
•Make solo sales calls as well as joint calls with Sales Managers and a wide variety of Joint Work and Product Specialists
Candidates possessing an entrepreneurial spirit and seeking to build something for themselves, but not by themselves will relish the Spectrum Opportunity
•College Degree Preferred - Accounting and Finance course work and or degree are NOT a requirement
•Familiarity with the Dallas Community is important and therefore an established network in the Dallas area provides a significant advantage
•US Citizenship or Permanent Resident Status is a requirement
•A third party background check is a requirement and includes full review and disclosure of academic, financial, and criminal records
•In order to receive and share in commissions and fees an individual must be properly licensed. Therefore, Financial Advisors, during their first six to twelve months, must secure the necessary Licenses: State of Texas Life and Health Insurance; 2 Securities Licenses the Series 7 and the Series 66
Important characteristics and capabilities:
•Financial stability and staying power for the start up phase of the career
•Good listening skills
•Desire to Serve Others
•Competitive and Goal Oriented
•Solid social skills and calming demeanor
•Organizational and time management skills
•Strong interpersonal skills
•Track record which reflects determination, effort, and achievement
Spectrum Financial Group
An Independently Owned Financial Services Firm
A Proud Century Old Business Partner
MassMutual Financial Group
The "Company" You Would Keep If You Joined Our Team:
Spectrum Financial Group represents a small group of Companies focused on investment and risk management and specializing in financial planning.
Spectrum and its ancestors have been in Dallas and North Central Texas since 1901. They enjoy a century old affiliation with MassMutual Financial Group, a 155 year old Fortune 100 Company. Mass Mutual has been selected as one of America's Most Admired Companies.
Spectrum Financial Group has placed in excess of $5 billion in Insurance and has over $750 million in assets under management in the Dallas and North Central Texas areas.
MassMutual Financial Group serves the needs of more than 10 million clients in over 1,400 offices worldwide, and has in excess of $400 billion in total assets under management.
MassMutual has been helping customers with their financial needs since 1851. Through five major wars, the Great Depression and multiple recessions and economic expansions, they have developed an exceptional ability to adapt to a changing world and help their clients do the same.
The MassMutual Financial Group companies help millions of people prepare for the road ahead (and life's uncertainties along the way) with life insurance, annuity, retirement services, investment and other financial products. And thousands of institutions across the country - such as employee benefit plans, endowments, foundations and insurance companies - rely on MassMutual for their exceptional investment and advisory capabilities.
MassMutual’s performance reflects exceptional financial strength and is underscored by ratings that are among the best in any industry:
• A.M. Best Company = A++ (Superior)
• Fitch Ratings = AAA (Exceptionally Strong)
• Moody’s Investor Services, Inc. = Aa1 (Excellent)
• Standard & Poor’s Corp. = AAA (Extremely Strong)