Financial Representative

MassMutual Oregon; Lake Oswego (OR); On-site; USD 45,000 - 75,000; Full time

Job summary

MassMutual Oregon is seeking a Financial Representative to build a personal financial services practice with entrepreneurial independence and MassMutual support. You will leverage training programs, coaching, and a broad product suite to serve a wide range of clients.

You will develop client relationships, source new business, and work toward production goals through ongoing development and networking. This role emphasizes relationship-building, regulatory compliance, and professional growth in

Qualifications

• 2+ years of experience in sales, business development, insurance, marketing, real estate, accounting, banking or legal fields.
• Bachelor's degree preferred.
• Exemplary communication, presentation, and time-management skills.
• Networking acumen to tap into personal and professional communities.
• Entrepreneurial spirit with a desire to learn and specialize in financial services.
• Highly motivated and business-minded individual.

Responsibilities

• Effectively sourcing prospects and utilizing client acquisition techniques.
• Consulting with clients on financial strategies based on their goals.
• Complying with all 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

Sales skills

Communication

Networking

Entrepreneurial spirit

Time management

Education

Bachelor's degree

Job description

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.