Financial Professional

Job overview

The Financial Professional role is based onsite in Lake Oswego, OR. The stated salary range is $55,000–$250,000 per year. The role supports MassMutual Oregon’s work helping individuals and organizations plan for long-term financial needs. The professional builds a client practice by sourcing prospects, understanding financial goals, and consulting on strategies. The role also manages referrals and follow-through, meets training-program production goals, complies with licensing and registration requirements, and develops skills through ongoing training and networking.

What you'll do

• Source prospects using client acquisition techniques
• consult clients on financial strategies based on their goals
• comply with regulatory, licensing, and registration requirements
• meet production goals outlined in training programs
• manage referrals, client follow-through, and administrative tasks
• pursue ongoing professional development and networking.

What we're looking for

Skills & competencies

financial professional

financial services

client financial strategies

prospecting

client acquisition

relationship management

licensing and registration

professional development

recent graduates welcome

$55k–$250k

lake oswego or

massmutual oregon

Work arrangement

• Weekend coverage required

Benefits & perks

• Ongoing training and support, sales tools, and access to a resource network
• specific employee benefits are not listed.

Why this role

The posting welcomes inexperienced candidates and recent graduates. A bachelor’s degree in finance or business is preferred, or equivalent work experience.

About the employer

MassMutual Oregon is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.