Financial Services Representative

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

This range is provided by Mass Mutual. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $/yr

As a Financial Services Representative, you will build long-term relationships with clients, helping them navigate their financial futures through tailored insurance and investment solutions.

Responsibilities:

• As a Financial Representative at Mass Mutual Greater Richmond, you will build long-term relationships with clients, helping them navigate their financial futures through tailored insurance and investment solutions
• This role combines sales, consulting, and financial planning, supported by one of the most respected names in the industry
• Identify and develop new client relationships through networking and referrals
• Assess clients’ financial goals and create personalized strategies
• Offer a full range of financial products including life insurance, annuities, mutual funds, and retirement plans
• Educate clients on risk management, investment options, and retirement planning
• Maintain compliance with regulatory standards and company policies
• Participate in ongoing training and professional development programs

Qualifications:

• Strong Interpersonal, organizational, and communication skills
• Self-Motivated, Detail Oriented
• Communicates effectively, confidently, and is comfortable engaging all clients
• Valid Life, Health, and Annuities License (Preferred)
• Ability to work in a fast paced work environment

Job Type: Full-time

$80,000.00 to $ /year

Seniority level

• Seniority level Associate

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Finance, Sales, and Consulting

Referrals increase your chances of interviewing at Mass Mutual by 2x

Inferred from the description for this job

401(k)

Vision insurance

Medical insurance

Pension plan

Disability insurance

Get notified when a new job is posted.

Sign in to set job alerts for “Financial Services Representative” roles.

Full Time Teller
- Sliding Hill Branch / Ashland VA

Midlothian, VA $40,000.00-$60,000.00 1 year ago

Relationship Banker or Senior Relationship Banker - VA CTR Marketplace

Richmond, VA $55,000.00-$65,000.00 1 day ago

Branch Manager
- Carytown Exchange
- Richmond, VAClient Solutions Specialist I-DDA accounts

Branch Operations Lead
- Brandermill
- Chesterfield, VARelationship Banker or Senior Relationship Banker
- Regency Financial Advisor
- Richmond, Charlottesville and Midlothian

Richmond, VA $50,000.00-$ 5 days ago

Future Opening:
Insurance and Financial Services Position
- State Farm Agent Team Member

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr