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Financial Representative
MassMutual Pleasanton, CA
$119k-141k (estimate)
Full Time 2 Weeks Ago
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MassMutual is Hiring a Financial Representative Near Pleasanton, CA

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

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

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

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.

Job Type: Full-time

Pay: $85,369.00 - $98,830.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Retirement plan
  • Vision insurance

Compensation package:

  • Commission only
  • Commission pay

Weekly schedule:

  • Monday to Friday

Work setting:

  • Hybrid work
  • Office

Ability to Relocate:

  • Pleasanton, CA 94566: Relocate before starting work (Required)

Work Location: Hybrid remote in Pleasanton, CA 94566

Job Summary

JOB TYPE

Full Time

SALARY

$119k-141k (estimate)

POST DATE

04/17/2024

EXPIRATION DATE

08/13/2024

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The following is the career advancement route for Financial Representative positions, which can be used as a reference in future career path planning. As a Financial Representative, it can be promoted into senior positions as a Financial Associate (Corporate) III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Representative. You can explore the career advancement for a Financial Representative below and select your interested title to get hiring information.