Current jobs related to Financial Representative - Walnut Creek - MassMutual Northern California
-
Financial Representative
3 weeks ago
Walnut Creek, California, United States Fidelity Investments Full timeJob SummaryWe are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will be responsible for providing exceptional client service and building strong relationships with our valued clients.Key ResponsibilitiesProvide personalized financial guidance and advice to clientsIdentify...
-
Financial Representative
2 months ago
Walnut Creek, California, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients, providing personalized financial...
-
Financial Services Representative
4 weeks ago
Walnut Creek, California, United States Fidelity Investments Full timeAbout the RoleWe are seeking a highly skilled Financial Representative to join our team at Fidelity Investments. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and...
-
Financial Services Representative
2 months ago
Walnut Creek, California, United States Fidelity Investments Full timeAbout the RoleFidelity Investments is seeking a skilled Financial Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.Key ResponsibilitiesDevelop and maintain strong relationships with clients to understand their financial needs and goals.Provide...
-
Insurance Sales Representative
3 weeks ago
Walnut Creek, California, United States Lily Hoa Ins & Financial Services Full timeJob OverviewLily Hoa Ins & Financial Services is seeking a highly motivated and results-driven Insurance Sales Representative to join our team. As an Insurance Sales Representative, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.Key Responsibilities:Develop and...
-
Insurance Account Representative
1 month ago
Walnut Creek, California, United States Lily Hoa Ins & Financial Services Full timeJob OverviewLily Hoa Ins & Financial Services is seeking a highly motivated and results-driven Insurance Account Representative to join our team. As a key member of our sales team, you will be responsible for developing leads, scheduling appointments, and identifying customer needs to market appropriate products and services.Key Responsibilities:Develop and...
-
Insurance Account Representative
4 weeks ago
Walnut Creek, California, United States Lily Hoa Ins & Financial Services Full timeJob OverviewWe are seeking a highly motivated and results-driven Insurance Account Representative to join our team at Lily Hoa Ins & Financial Services. As a key member of our team, you will play a critical role in helping our business grow through value-based conversations and remarkable customer experiences.ResponsibilitiesDevelop and execute sales...
-
Financial Advisor
2 months ago
Walnut Creek, United States Northwestern Mutual Full timeFinancial Advisor*Must be in San Francisco East Bay AreaAt Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165...
-
Insurance Account Representative
4 weeks ago
Walnut Creek, California, United States Lily Hoa Ins & Financial Services Full timeJob Title: Account ManagerAt Lily Hoa Ins & Financial Services, we are seeking a highly motivated and experienced Account Manager to join our team. As an Account Manager, you will play a crucial role in helping our business grow through value-based conversations and remarkable customer experiences.Key Responsibilities:Develop and execute sales strategies to...
-
Care Center Representative
2 months ago
Walnut Creek, United States Mechanics Bank Full timeSupport the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services. May be required to support other sales channels with opening of new accounts or assist callers with Representative, Call Center, Retail, Skills, Telephone
-
Merrill Financial Solutions Advisor
3 weeks ago
Walnut Creek, California, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Merrill Financial Solutions Advisor, you will help clients pursue their life goals through a personal relationship with your advisory team committed to their needs.We...
-
Financial Representative Trainee
4 weeks ago
Cedar Creek, United States Mutual of Omaha Full timeFinancial Representative Trainee OpportunityAt Mutual of Omaha, we're committed to helping our customers achieve their financial goals. As a Financial Representative Trainee, you'll play a key role in delivering exceptional customer experiences and driving business growth.Key Responsibilities:Develop and implement sales strategies to meet or exceed sales...
-
Insurance and Financial Services Representative
3 months ago
Johns Creek, Georgia, United States Richard Ziegler Ins Agency Inc Full timePosition OverviewAre you a personable and service-oriented individual? If you thrive in engaging with clients and providing exceptional service, a role with Richard Ziegler Ins Agency Inc. could be a perfect fit for you.As a representative for a State Farm independent contractor agent, you will focus on promoting a range of insurance and financial service...
-
Financial Advisor
2 months ago
walnut, United States Northwestern Mutual Full timeFinancial Advisor*Must be in San Francisco East Bay AreaAt Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165...
-
Financial Advisor
4 weeks ago
walnut, United States Northwestern Mutual Full timeFinancial Advisor*Must be in San Francisco East Bay AreaAt Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165...
-
Customer Service Representative
4 weeks ago
Walnut Creek, California, United States BASS MEDICAL GROUP Full timeJob SummaryWe are seeking a highly motivated and dedicated Customer Service Representative to join our team at BASS Medical Group. The ideal candidate will possess strong communication and interpersonal skills, with an ability to provide exceptional customer service while answering and directing calls efficiently.Key Responsibilities:Answer incoming calls in...
-
Patient Service Representative
2 weeks ago
Walnut Creek, United States Physical Rehabilitation Network Full timeWe are seeking an enthusiastic and versatile Patient Service Representative (PSR) to join our dynamic out-patient orthopedic clinic. We take pride in our ability to provide the highest level of personable care and superior customer service.We have an experienced staff that provides ample opportunities for mentorship.Join Our Team and Earn a $1,000 Sign-On...
-
Bilingual Contact Center Representative
4 weeks ago
Walnut Creek, California, United States Bay Area Retina Associates Full timeJob OverviewBay Area Retina Associates is seeking a highly skilled and patient-focused individual to join our team as a Bilingual Contact Center Representative. In this role, you will be the first point of contact for our patients, providing exceptional support and assistance through various communication channels.Key Responsibilities:Answer high-volume...
-
Financial Advisor
7 days ago
Walnut Creek, CA, United States Northwestern Mutual Full timeFinancial Advisor*Must be in San Francisco East Bay AreaAt Northwestern Mutual, Build a Business for Yourself, but Not by Yourself.Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165...
-
FC Client Service Representative
3 weeks ago
Walnut, California, United States The Bank of America Corporation Full timeAt Bank of America, we strive to make financial lives better through connections. Our approach to Responsible Growth drives our company and delivers for our clients, teammates, communities, and shareholders. As a Client Service Representative, you will be part of a team that provides exceptional service to our clients, focusing on their financial needs and...
Financial Representative
2 months ago
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
