Financial Representative
4 weeks ago
We're seeking a highly motivated and self-disciplined Financial Representative to join our team at MassMutual Northern California. As a Financial Representative, you will have the opportunity to build your practice and help individuals and families plan for their financial futures.
Key Responsibilities
- Develop and maintain relationships with clients to understand their financial goals and objectives.
- Provide financial planning and investment advice to clients, including life insurance, health insurance, and investment products.
- Work with clients to create customized financial plans that meet their unique needs and goals.
- Stay up-to-date on industry trends and developments to provide the best possible advice to clients.
Requirements
- Highly self-motivated and self-disciplined with the ability to work effectively and independently.
- Outgoing personality with the ability to develop relationships and a sincere desire to help others.
- Organized, detail-oriented, and excellent time-management skills.
- Bachelor's degree - Finance or business discipline or equivalent work experience.
- Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire).
Benefits
- Comprehensive compensation structure with multiple benefit options.
- 401(k) matching.
- Health & Dental insurance.
- Health savings account.
- Life insurance.
- Retirement plan.
- Vision insurance.
We're a world-class planning firm that offers a unique opportunity for Financial Representatives to build their practice and help individuals and families plan for their financial futures. If you're a motivated and self-disciplined individual with a passion for financial planning and investment advice, we encourage you to apply for this exciting opportunity.
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