MassMutual Metro New York · 18 hours ago
Financial Services Representative
Manalapan, NJ
Full-time
Hybrid
New Grad, Entry LevelMassMutual Metro New York specializes in creating personalized financial strategies to meet the unique needs of individuals, families, and businesses. The Financial Services Representative will provide financial guidance and craft custom solutions for clients, focusing on investments, insurance, and financial planning.
Financial ServicesHealth CareLife InsuranceRetirement
Hiring Manager
Michael Schwartz
Responsibilities
Provide financial guidance
Crafting custom solutions for clients in areas such as investments, insurance, and financial planning
Building relationships
Analyzing client financial needs
Presenting appropriate services
Staying informed about market trends
Work collaboratively with team members
Maintaining a proactive and entrepreneurial approach
Qualification
Required
Knowledge and expertise in Finance, Financial Services, and Investments
Strong Customer Service focus and the ability to build and maintain trusting relationships
Understanding of Insurance products and their applications in financial planning
Proficiency in communication, relationship management, and problem-solving
Ability to work both independently and as part of a team in a hybrid work environment
Preferred
Previous experience in the financial sector or a related field is preferred
Bachelor's degree in Finance, Business, Economics, or a related discipline is preferred
Company
MassMutual Metro New York
At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.
Founded in 1851
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Jessica Tezucar
Chief Operations and Financial Officer
Company data provided by crunchbase