Financial Professional

MassMutual Oregon • Lake Oswego, OR

8d

About The Position

MassMutual Oregon is seeking an inexperienced Financial Professional to join its growing team in Lake Oswego, Oregon. In this financial services role, you will build your practice and help community members plan for their financial futures. The position offers ongoing training and support, professional development, and the opportunity to work within a supportive, entrepreneurial team. You will have access to a range of financial products, sales tools, and organizational resources.

Requirements

• Bachelor’s degree or equivalent work experience.
• High self-motivation and ability to work independently.
• Excellent relationship management skills.
• Strong communication skills.
• Positive, customer-focused attitude and desire to exceed customer expectations.

Nice To Haves

• A degree in finance or a business discipline is preferred.
• Recent graduates are encouraged to apply.

Responsibilities

• Source prospects using client acquisition techniques.
• Consult with clients on financial strategies based on their financial goals.
• Comply with regulatory requirements, including licensing and registrations.
• Meet production goals outlined in training programs.
• Balance activities such as obtaining referrals, following up with clients, and completing administrative tasks.
• Expand knowledge and skills through ongoing professional development and networking.

Benefits

• Ongoing training and support.
• Professional development and networking opportunities.
• Access to a wide range of innovative products, sales tools, and a large resource network.
• Supportive team that encourages personal growth and celebrates achievements.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level