Financial Services Representative

MassMutual Oregon; Lake Oswego (OR); Hybrid; USD 60,000 - 100,000; Full time

Benefits offered by this job

Hybrid work options

Comprehensive training program

Mentorship and coaching

Job summary

MassMutual Oregon is seeking motivated, entrepreneurial professionals to build meaningful client relationships and long‑term impact in Oregon communities. The ideal candidate is relationship‑focused, accountable, and growth‑oriented, with strong communication and client‑facing experience.

We offer comprehensive training and onboarding support to help you grow your practice. The role emphasizes mentorship, licensing support, and marketing resources, with hybrid opportunities for experienced

Qualifications

• Relationship‑focused and client‑centered.
• Accountable and self‑driven.
• Coachable and growth‑oriented.
• Professionally polished.
• Experienced in leadership, networking, education, customer service, or other client‑facing roles.

Responsibilities

• Build and nurture lifelong client relationships.
• Provide strategic financial guidance tailored to clients’ goals.
• Partner with mentors and leadership to grow practice.
• Support clients with ongoing planning and service.

Skills

Leadership

Networking

Education

Customer service

Client-facing roles

Job description

MassMutual Oregon is the fastest‑growing financial services firm in the state, built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored to each individual’s goals, values, and long‑term vision.

We believe financial planning is deeply personal. That’s why we don’t treat people like account numbers or transactions — we take the time to truly understand their families, priorities, and aspirations. Our advisors focus on building lifelong relationships rooted in trust, service, and personalized strategy, ensuring clients feel supported not just financially, but personally as well.

We provide a comprehensive training and onboarding support system designed to help you, the advisor grow your practice, whether you are brand‑new to the career or a seasoned advisor.

Who We’re Looking For

We are seeking a highly motivated, entrepreneurial professional who wants to build something meaningful while making a long‑term impact in the lives of clients and in the Oregon communities.

The Ideal Candidate Is

• Relationship‑focused and client‑centered
• Accountable and self‑driven
• Coachable and growth‑oriented
• Professionally polished
• Experienced in leadership, networking, education, customer service, or other client‑facing roles
• Passionate about helping others succeed financially

You do not need a traditional financial background. We’re looking for a strong communicator and relationship builder who wants to grow, serve, and make an impact.

Why Become a Financial Advisor Now?

There has never been a greater need for trusted financial guidance. Families and businesses are seeking advisors who can help them navigate uncertainty and plan confidently for the future.

At the same time, MassMutual Oregon is expanding and investing heavily in:

• Mentorship & coaching
• Licensing support
• Marketing resources
• Office infrastructure

What We Provide

• Licensing support (Life & Health, SIE, Series 6/7/63/65 as applicable)
• Comprehensive training and mentorship
• Business planning and practice‑building guidance
• Marketing and branding resources
• Office space, technology, and operational support
• Hybrid opportunities for Experienced Advisors
• A collaborative team culture focused on growth and service
• The strength and credibility of MassMutual, a Fortune 100 company

This Career Is Ideal For You If

• Want to build long‑term relationships
• Seek autonomy and entrepreneurial growth
• Desire a career with purpose and impact
• Are motivated by personal and professional development
• Want to create long‑term financial stability for themselves and their clients
• Experienced Financial Advisors

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.