Financial Professional

MassMutual; Lake Oswego (OR); On-site; USD 45,000 - 65,000; Full time

Job summary

MassMutual Oregon in Lake Oswego, Oregon is seeking an inexperienced Financial Professional to build a personal practice and help clients plan for their financial futures. You’ll source prospects, consult on strategies, and balance referrals with administrative tasks in a supportive team.

This role emphasizes ongoing training, regulatory compliance, and personal growth within a collaborative, community-focused environment.

Qualifications

• Bachelor’s degree in Finance or business discipline preferred or equivalent work experience.
• Highly self-motivated, with the ability to work independently.
• Excellent relationship management.
• Strong communication skills.
• Positive, customer focused attitude, with a desire to exceed customer expectations.

Responsibilities

• Source prospects and utilizing client acquisition techniques.
• Consult clients on financial strategies based on their financial goals.
• Comply with all regulatory requirements, including licensing and registrations.
• Meet production goals as outlined in training programs.
• Balance a multitude of activities, including obtaining referrals, client follow-through and administrative tasks.
• Expand your knowledge and skills through ongoing professional development and networking.
• Receive ongoing training and support.
• Be a part of a supportive team that encourages personal growth and celebrates achievements.

Skills

Self-motivation

Relationship management

Communication skills

Customer-focused attitude

Education

Bachelor's degree in Finance or Business

Job description

Financial Professional

Discover your future at MassMutual Oregon

We are growing our team in Lake Oswego, Oregon! We are looking for an inexperienced Financial Professional to join our team. If you're looking for a change, and you are passionate about serving others, it’s time to pursue a career in the financial services industry with MassMutual Oregon.

For 11 years, we have been recognized as one of the 100 Best Companies to Work For in Oregon.

As a Financial Services Professional with our team, you will be able to build your practice and help those in your community plan for their financial futures.

Job Overview

In this role, you’ll:

• Source prospects and utilizing client acquisition techniques
• Consult clients on financial strategies based on their financial goals
• Comply with all regulatory requirements, including licensing and registrations
• Meet production goals as outlined in training programs
• Balance a multitude of activities, including obtaining referrals, client follow-through and administrative tasks
• Expand your knowledge and skills through ongoing professional development and networking
• Receive ongoing training and support
• Be a part of a supportive team that encourages personal growth and celebrates achievements

Desired Skills & Experience

• Bachelor’s degree - Finance or business discipline preferred or equivalent work experience. Recent graduates are encouraged to apply
• Highly self-motivated, with the ability to work independently
• Excellent relationship management
• Strong communication skills
• Positive, customer focused attitude, with a desire to exceed customer expectations

Why Join MassMutual Oregon?

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 has been 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.