Financial Services Representative

MassMutual; Glen Allen (VA); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

401(k)

Vision insurance

Medical insurance

Pension plan

Disability insurance

Job summary

A leading financial services company is seeking a Financial Services Representative to build lasting client relationships and provide tailored insurance and investment solutions. This role combines sales, consulting, and financial planning, requiring strong interpersonal skills and a valid license. Join a respected team and contribute to clients' financial futures.

Qualifications

• Strong interpersonal, organizational, and communication skills required.
• Valid Life, Health, and Annuities License preferred.

Responsibilities

• Build long-term relationships with clients for financial solutions.
• Identify and develop new client relationships through networking.
• Educate clients on risk management and retirement planning.

Skills

Interpersonal Skills

Organizational Skills

Communication Skills

Self-Motivated

Detail Oriented

Education

Life, Health, and Annuities License

Job description

3 days ago Be among the first 25 applicants

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This range is provided by MassMutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $100,000.00/yr

As a Financial Services Representative, you will build long-term relationships with clients, helping them navigate their financial futures through tailored insurance and investment solutions.

Responsibilities:

• As a Financial Representative at MassMutual Greater Richmond, you will build long-term relationships with clients, helping them navigate their financial futures through tailored insurance and investment solutions
• This role combines sales, consulting, and financial planning, supported by one of the most respected names in the industry
• Identify and develop new client relationships through networking and referrals
• Assess clients’ financial goals and create personalized strategies
• Offer a full range of financial products including life insurance, annuities, mutual funds, and retirement plans
• Educate clients on risk management, investment options, and retirement planning
• Maintain compliance with regulatory standards and company policies
• Participate in ongoing training and professional development programs

Qualifications:

• Strong Interpersonal, organizational, and communication skills
• Self-Motivated, Detail Oriented
• Communicates effectively, confidently, and is comfortable engaging all clients
• Valid Life, Health, and Annuities License (Preferred)
• Ability to work in a fast paced work environment

Job Type: Full-time

$80,000.00 to $100,000.00 /year

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Consulting

Referrals increase your chances of interviewing at MassMutual by 2x

Inferred from the description for this job

401(k)

Vision insurance

Medical insurance

Pension plan

Disability insurance

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