Independent Financial Advisor: Grow Your Client Practice

MassMutual Oregon

Lake Oswego (OR)

On-site

USD 45,000 - 75,000

Full time

5 days ago

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Job summary

MassMutual Oregon is seeking a Financial Representative to build a personal financial services practice with entrepreneurial independence and MassMutual support. You will leverage training programs, coaching, and a broad product suite to serve a wide range of clients.

You will develop client relationships, source new business, and work toward production goals through ongoing development and networking. This role emphasizes relationship-building, regulatory compliance, and professional growth in

Qualifications

2+ years of experience in sales, business development, insurance, marketing, real estate, accounting, banking or legal fields.
Bachelor's degree preferred.
Exemplary communication, presentation, and time-management skills.
Networking acumen to tap into personal and professional communities.
Entrepreneurial spirit with a desire to learn and specialize in financial services.
Highly motivated and business-minded individual.

Responsibilities

Effectively sourcing prospects and utilizing client acquisition techniques.
Consulting with clients on financial strategies based on their goals.
Complying with all regulatory requirements, including licensing and registrations.
Meeting production goals as outlined in training programs.
Balancing activities including referrals, client follow-through and administrative tasks.
Expanding knowledge through ongoing professional development and networking.