Financial Services Advisor: Build Client Relationships

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 and manage client relationships while delivering personalized financial solutions. You will work with autonomy, supported by MassMutual Oregon's training program, coaching, and career development.

You will source prospects, consult on financial strategies, and navigate licensing requirements, all while striving to meet production goals and grow within a supportive network.

Qualifications

• 2+ years of experience in sales, business development, insurance, or related fields.
• Bachelor’s degree is preferred.
• Strong communication, presentation and time-management skills.
• Excellent networking and entrepreneurial mindset.

Responsibilities

• Source prospects and apply client acquisition techniques.
• Consult clients on financial strategies aligned to their goals.
• Ensure compliance with licensing and registrations.
• Aim to meet production goals as outlined in training programs.
• Balance multiple activities including referrals, follow-up, and admin tasks.
• Engage in ongoing professional development and networking.

Skills

Sales experience

Communication

Networking

Time management

Education

Bachelor’s degree (preferred)

Job description

MassMutual Oregon is seeking a Financial Representative to build and manage client relationships while delivering personalized financial solutions. You will work with autonomy, supported by MassMutual Oregon's training program, coaching, and career development.

You will source prospects, consult on financial strategies, and navigate licensing requirements, all while striving to meet production goals and grow within a supportive network.