Financial Representative

Pleasanton, California

MassMutual Northern California
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Pleasanton Walnut Creek Roseville Fremont San Jose San Mateo


Are you someone who thrives on building meaningful relationships and making a real impact in people's lives? Do you have a history of success in client-facing roles and a drive to grow something of your own? If that sounds like you, we'd love to meet you.


At MassMutual Northern California, we're looking for motivated, entrepreneurial individuals to join our team as Financial Representatives. Whether you're already licensed or brand new to the financial services world, we'll help you build the foundation for a lasting career-backed by a stable, reputable firm and a deeply supportive culture.


Why You'll Love This Role

  • You'll work closely with clients to help them protect what matters most and plan for what's ahead.
  • You'll have the autonomy to build your own practice, with the tools, mentorship, and infrastructure of a top-tier firm.
  • You'll receive full support in obtaining your Life and Health License, SIE, Series 7, and Series 66 within your first 6 months.

What We're Looking For

We work best with individuals who:

  • Have a proven track record of success in client-facing roles like sales, financial services, real estate, mortgage, or similar industries.
  • Are entrepreneurial and self-motivated, with a strong sense of discipline and a drive to build something of their own.
  • Enjoy developing long-term relationships and genuinely care about helping others succeed.
  • Are organized and detail-oriented, with strong time-management skills.
  • Are comfortable with technology-able to navigate tools like Zoom, Outlook, Excel, and CRM platforms with ease.
  • Bonus points if you already have a Bachelor's degree in business/finance or hold a Life, Accident, and Health license.

What You'll Gain

  • Upfront bonus and additional performance-based incentives
  • Supplemental contract income, 401(k) match, and profit sharing
  • Full equity ownership of your practice, plus retirement and succession options
  • Comprehensive health, dental, and vision insurance
  • Access to a world-class team and ongoing mentorship
  • A culture that values independence, collaboration, and growth

Join our mission-driven team and discover why MassMutual Northern California is one of the best places to build a career with purpose.

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Date Posted: 02 May 2025
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