Financial Planner

MassMutual Oregon; Vancouver (WA); On-site; USD 65,000 - 90,000; Full time

Job summary

MassMutual Oregon, a general agency of MassMutual, seeks a Financial Representative to build client relationships with independence and strong support from the organization.

You will leverage an industry-leading training program, personalized coaching, and ongoing career development while helping clients with tailored financial solutions in a dynamic environment around Oregon.

Qualifications

• 2+ years of experience in sales, business development, insurance, marketing, real estate, accounting, banking or legal fields.
• Exemplary communication, presentation, and time-management skills.
• Entrepreneurial spirit with desire to learn and specialize in financial services.

Responsibilities

• Sourcing prospects and utilizing client acquisition techniques.
• Consulting clients on financial strategies based on their goals.
• Complying with regulatory requirements, including licensing and registrations.
• Meeting production goals as outlined in training programs.
• Balancing activities including referrals, client follow-through, and administrative tasks.
• Expanding knowledge through ongoing professional development and networking.

Skills

Communication

Time Management

Networking

Entrepreneurial Spirit

Presentation Skills

Self-motivation

Education

Bachelor's degree

Job description

Company Overview

MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to meet the long‑term needs of our individual, corporate, and institutional clients.

Job Description

Company Overview

MassMutual is a global, diversified financial services organization whose companies offer a broad portfolio of asset management and insurance products and services. Since 1851, our objective is to build, promote, and continually innovate a diverse range of financial solutions tailored to meet the long‑term needs of our individual, corporate, and institutional clients.

A career with MassMutual Oregon, a general agency of MassMutual, means you will be a part of an entrepreneurial system that allows you the freedom to provide solutions from a wide range of innovative products, access to powerful sales tools, and a large resource network. It also means you will work alongside exceptional people and be empowered to reach your goals.

Who We Are Looking For

MassMutual Oregon is looking for local, early to mid‑career professionals to join our offices around Oregon. We are searching for individuals that demonstrate a unique combination of ambition, self‑motivation and commitment to building a business and establishing long‑term client relationships.

Responsibilities

Becoming a Financial Representative means having the independence that it implies, but with extensive support from MassMutual Oregon. You will build your financial services career by relying on your personal drive, leadership and relationship skills, while delivering personalized solutions to a wide variety of clients.

As a Financial Representative, Your Journey Begins With The Foundational Skills Needed – From Acquiring, Building And Managing Client Relationships, To Humanizing Complex Financial Interactions. MassMutual Oregon Will Provide You With An Industry Leading Training Program, Including Structured Classes, Personalized Coaching, And Ongoing Career Development. Responsibilities In The Career Include:

• Effectively sourcing prospects and utilizing client acquisition techniques.
• Consulting with clients on financial strategies based on their financial goals.
• Complying with all regulatory requirements, including licensing and registrations.
• Meeting production goals as outlined in training programs.
• Balancing a multitude of activities, including obtaining referrals, client follow through and administrative tasks.
• Expanding your knowledge and skills through ongoing professional development and networking.

Requirements

• 2+ years of successful experience as a sales, business development, insurance, marketing, real estate, accounting, banking or legal professional.
• Bachelor’s degree is preferred.
• Exemplary communication, presentation, and time‑management skills. Ability to explain complex information in a simple and concise manner.
• Networking acumen with the potential to tap into both personal and professional communities.
• Entrepreneurial spirit with the desire to learn and specialize in financial services.
• Highly motivated and business‑minded individual.
• Positive attitude and willingness to be held accountable for results.

You will not build a practice alone — you are building your own business with the full backing of a respected and established financial brand.

MassMutual Oregon is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and professionals without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, ancestry, veteran status, or any other protected classification under applicable law.

Financial Advisor Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or General Agents with whom they contract.