Spectrum Financial Group
Type of Positions
Full-Time Entry Level
Full-Time Experienced
Positions Available
Financial Advisor
Degrees Sought
Bachelor's
Majors or Schools
All Majors
Position Descriptions
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
•Close Business
•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
Requirements:
•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:
•High energy
•Self starter
•Independent thinker
•Coachable
•Financial stability and staying power for the start up phase of the career
•Good listening skills
•Professional appearance
•Desire to Serve Others
•Competitive and Goal Oriented
•Solid social skills and calming demeanor
•Self confident
•Organizational and time management skills
•Strong interpersonal skills
•Track record which reflects determination, effort, and achievement
Company Profile
Spectrum Financial Group
An Independently Owned Financial Services Firm
And
A Proud Century Old Business Partner
Of
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)
Company Location
Addison, TX
Website
www.sfgtexas.com