Financial Services Representative

MassMutual Oregon; Lake Oswego (OR); On-site; USD 41,000 - 50,000; Full time

Job summary

MassMutual Oregon is seeking Financial Advisors to join their team. Ideal candidates are self-motivated individuals who are passionate about helping clients secure their financial futures. Entry-level roles offer a supportive environment to learn the industry, and candidates will be responsible for building client relationships and offering tailored financial solutions.

Benefits

Medical insurance

Vision insurance

Dental insurance

401(k)

Disability insurance

Qualifications

• Bachelor’s degree preferred or equivalent work experience.
• Life, Accident, Health & FINRA Series 6 or 7 license required within 6 months.
• Knowledge of insurance and investment products, regulations.

Responsibilities

• Build your practice and assist clients with financial planning.
• Develop relationships and exceed customer expectations.
• Maintain organization and manage time effectively.

Skills

Self-motivated

Communication

Analytical skills

Customer focus

Education

Bachelor’s degree in Finance or Business

Tools

Word

Excel

Outlook

Skype

Job description

4 days ago Be among the first 25 applicants

Direct message the job poster from MassMutual Oregon

Financial Advisor / Managing Director at MassMutual Oregon and Lake Oswego Wealth Strategies

About the job

We're looking for both experienced and inexperienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Oregon. So if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.

Job Summary

As a Financial Professional with MassMutual Oregon, you will be able to build your practice and help those in your community plan for their financial futures. We're looking for people who possess the following characteristics:

• highly self-motivated and self-disciplined with the ability to work effectively and independently
• outgoing personality with the ability to develop relationships and a sincere desire to help others
• fearless, positive attitude, and willingness to be accountable for results
• organized, detail-oriented, and excellent time-management skills
• desire for continuous learning
• good communicator - excellent listening skills and ability to explain complex information in a simple and concise manner

MassMutual was founded on May 15, 1851. And from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. More than 170 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most.

Desired Skills & Experience

· Bachelor’s degree - Finance or business discipline preferred or equivalent work experience

· Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire)

· Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations

· Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Skype, with the ability to navigate multiple applications during call handling)

· Positive, customer focused attitude with a desire to exceed customer expectations

Featured benefits

• Medical insurance
• Vision insurance
• Dental insurance
• 401(k)
• Disability insurance

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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