Dallas Participating Exhibitors

About The Company:

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 $4.75 billion in Insurance and has over $916 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)

Job Titles and Descriptions:

Financial Advisor –

A unique and highly compensated professional sales and advisory opportunity

Choosing a career (versus choosing a job) is one of the most important decisions you will ever make. The right choice will enable you to achieve personal fulfillment, professional growth and financial freedom. As a Financial Services Professional, you will play a key role in helping clients develop financial strategies to improve their quality of life and plan for their 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.

During the early years of a career with Spectrum Financial Group, responsibilities include, but are not limited to the following:
• 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 finances, hopes, and dreams
• 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 Product Specialists

Candidates possessing an entrepreneurial spirit and seeking to build something for themselves, but not by themselves will relish the Spectrum Opportunity

Quote from a Financial Advisor: “I don’t just sell product. I offer solutions to complex challenges concerning future events – some expected others unexpected. My clients rest easy knowing: first that the actions we are taking today prepare them and their loved ones for the future; and second that I will be there when they need me the most.”

Requirements:
• College Degree Preferred - Accounting and Finance course work and or degree are NOT a requirement
• Familiarity with the Dallas/Ft. Worth and North Central Texas Community is important and therefore an established network in the area provides a significant advantage
• Permanent Residency Status is a requirement
• A third party background check is a requirement and includes full disclosure of both financial and criminal records
• In order to receive and share in commissions and fees an individual must be properly licensed. Although they are not a requirement for employment, once hired a Financial Advisors must secure the necessary Licenses:
o State of Texas Group I Insurance (Life and Health);
o 2 different Securities Licenses (Ideally 7 and 66 however 6 and 63 are acceptable)

Important characteristics and capabilities:
• High energy
• Self starter
• Independent thinker
• Financial stability and staying power for the start up phase (60 to 90 days)
• Good listening skills
• Professional appearance
• Desire to Serve Others
• Competitive
• Goal Oriented
• Solid social skills and calming demeanor
• Self confident
• Organization and time management skills
• Strong interpersonal skills
• Track record which reflects determination, effort, and achievement
• Sales experience considered an important advantage

Company Website URL:

www.spectrumstrategiesllc.com