Financial Services Representative

MassMutual Oregon; Portland (OR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A leading company in the insurance and investment sector is seeking a Financial Professional in Portland, Oregon. This role involves building a practice and assisting community members with their financial planning. Candidates should be self-motivated, organized, and possess excellent communication skills. The firm offers a supportive environment for both experienced and inexperienced professionals, with a commitment to continuous learning and client service.

Qualifications

• Life, Accident, Health, and FINRA Series 6 or 7 licenses required within 6 months.
• Knowledge of life insurance and investment products.

Responsibilities

• Build your practice and help community members plan their financial futures.
• Support clients in achieving financial goals.

Skills

Self-motivated

Relationship-oriented

Positive

Organized

Excellent communication

Education

Bachelor’s degree in Finance

Equivalent work experience

Tools

Word

Excel

Outlook

Skype

Job description

Firm Director of Talent Acquisition at MassMutual

We're looking for both experienced and inexperienced financial professionals to join our team. Whether you're seeking a change or aiming to align with a stable, dependable firm, and you have a passion for insurance and investments, MassMutual Oregon is a great place to work. We support those interested in new market opportunities, expanding products and services, or providing clients with more stability.

Job Summary

As a Financial Professional with MassMutual Oregon, you will build your practice and help community members plan their financial futures. We seek candidates who are:

• Highly self-motivated and disciplined, capable of working effectively independently
• Outgoing, relationship-oriented, and genuinely interested in helping others
• Positive, accountable, and results-driven
• Organized, detail-oriented, with excellent time-management skills
• Committed to continuous learning
• Excellent communicators, able to listen and explain complex concepts simply

Founded in 1851, MassMutual's purpose is to help people secure their future and protect loved ones. Over 170 years, this commitment guides all our decisions and actions, enabling us to deliver products and services that help clients achieve financial goals and safeguard their families.

Desired Skills & Experience

• Bachelor’s degree in Finance, Business, or equivalent work experience
• Life, Accident, Health, and FINRA Series 6 or 7 licenses (within 6 months of hire)
• Knowledge of life insurance, investment products, SEC, FINRA, IRS, and state regulations
• Strong technical skills, proficiency in Word, Excel, Outlook, Skype, and navigating multiple applications
• Customer-focused attitude with a desire to exceed expectations

Additional Information

Seniority level: Associate

Employment type: Full-time

Job function: Finance, Business Development, Sales

Benefits include medical, vision, 401(k), and disability insurance.