Financial Representative
: Job Details :


Financial Representative

MassMutual Financial Group

Location: Walnut Creek,CA, USA

Date: 2024-09-28T06:47:16Z

Job Description:

MassMutual Northern California Locations | Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo

Join Our Team at MassMutual Northern California! Whether you're an experienced financial professional or just starting your career, if you're passionate about insurance and investments and seeking stability with a reputable firm, we invite you to explore the opportunities with us.

Job Summary:

At MassMutual Northern California, we offer a unique blend of resources tailored for Financial Advisors. Combining the strengths of Big Shop advisory firms with the entrepreneurial spirit of an Independent Practice model, we provide comprehensive support across six key areas:

- Fee-Based Planning Platform and Support Division

- Complete and Comprehensive Insurance Division

- Wealth Management Division

- Advisory Services Division

- Marketing Division

- Technology Division

Desired Skills + Experience:

We're seeking individuals who are:

- Highly self-motivated and disciplined, capable of working independently.

- Outgoing, with a knack for building relationships and a genuine desire to assist others.

- Organized, detail-oriented, and skilled in time management.

- Ideally, possess a Bachelor's degree in Finance or a related discipline, or equivalent work experience.

- Hold or willing to obtain Life, Accident, Health & FINRA Series 6 or 7 license within 6 months of hire.

- Knowledgeable about life insurance and investment products, as well as SEC, FINRA, IRS, and state insurance regulations.

- Proficient in technical and analytical skills, including PC proficiency in Word, Excel, Outlook, Zoom, and navigating multiple applications during call handling.

Compensation + Benefits:

Our compensation package is comprehensive and competitive, offering high payouts across multiple product lines and planning platforms. Additional benefits include:

- 401(k) matching

- Health & Dental insurance

- Health savings account

- Life insurance

- Retirement plan

- Vision insurance

This role is commission-based with results-driven compensation. Qualified Financial Services Professionals will have access to a competitive benefits package, including medical and dental, life and disability income insurance, as well as thrift and pension plans.

Join us at MassMutual Northern California, a world-class planning firm committed to your success. Apply today!

Apply Now!

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