Financial Services Representative, Insurance & Wealth
Overview
You will build a financial services career with MassMutual Oregon, sourcing prospects and delivering personalized solutions to clients across Oregon. You'll join a global insurance and asset management leader and work alongside experienced advisors in a supportive agency. This role offers an industry-leading training program and a path to long-term client relationships.
What You'll Do6
- 1Source prospects and manage client acquisitions using effective techniques.
- 2Consult with clients on financial strategies based on their goals.
- 3Meet production goals as outlined in the training program.
- 4Balance activities: referrals, client follow-through, and administrative tasks.
- 5Expand knowledge through ongoing professional development and networking.
- 6Comply with all regulatory requirements, including licensing and registrations.
Requirements7
- 12+ years of successful experience in sales, business development, insurance, marketing, real estate, accounting, banking, or legal.
- 2Bachelor's degree preferred.
- 3Exemplary communication, presentation, and time-management skills.
- 4Ability to explain complex information simply and concisely.
- 5Networking acumen to tap into personal and professional communities.
- 6Entrepreneurial spirit with desire to learn and specialize in financial services.
- 7Highly motivated, business-minded, positive and accountable.
Salary Insight
$50 - $200k per year
Location
Required Skills
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