4 Financial Representative - Pleasanton, CA Jobs in Pleasanton, CA
MassMutual Northern California is Hiring a Financial Representative - Pleasanton, CA Near Pleasanton, CA
We're looking for both experienced and inexperienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there's no better place to work than MassMutual Northern California. So, if you're interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
SummaryJob Summary | We offer “At Scale” resources for Financial Advisors that blends the resources of “Big Shop” advisory companies and the entrepreneurial ethos of an “Independent Practice” model. By combining these two practice models, our Firm has the unique opportunity to create a unique experience for Financial Advisors. Our core resource model focuses on 6 key areas that directly support the Advisor to allow the Advisor to focus more on the ongoing client relationship. Our 6 key areas are as follows:
- Fee-Based Planning Platform and Support Division
- Complete and Comprehensive Insurance Division
- Wealth Management Division
- Advisory Services Division
- Marketing Division
- Technology Division
- 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. -Preferred
- Life, Accident, Health & FINRA Series 6 or 7 license required (within 6 months of hire)
- Knowledge of life insurance and investment products, SEC, FINRA, IRS and state insurance regulations
- Strong technical and analytical skills required (proficient PC skills including Word, Excel, Outlook, Zoom, with the ability to navigate multiple applications during call handling)
- 401(k) matching
- Health & Dental insurance
- Health savings account
- Life insurance
- Retirement plan
- Vision insurance
- This is a commission-based role with results-driven compensation and access to a competitive benefits package, including medical and dental, life and disability income insurance, and thrift and pension plans available for qualified Financial Services Professionals
Compensation: From $50,000.00 to $150,000.00 per year
Job Summary
Full Time
$152k-177k (estimate)
06/07/2024
09/01/2024
The job skills required for Financial Representative - Pleasanton, CA include Products and Services, Planning, Financial Services, Time Management, Analytical Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Financial Representative - Pleasanton, CA. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Financial Representative - Pleasanton, CA. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Financial Representative - Pleasanton, CA positions, which can be used as a reference in future career path planning. As a Financial Representative - Pleasanton, CA, 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 - Pleasanton, CA. You can explore the career advancement for a Financial Representative - Pleasanton, CA below and select your interested title to get hiring information.
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