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Financial Services Representative - Financial Partners of Upstate New York

Financial Partners Of Upstate New York, A MassMutual Firm

Financial Services Representative - Financial Partners of Upstate New York

Syracuse, NY +3 locations
Full Time
Paid
  • Responsibilities

    Career changers: looking for a rewarding career?

    Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As a Financial Services Representative, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. Discover a career that can’t be offshored or outsourced.

    At Financial Partners of Upstate New York a MassMutual firm, you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.

    Responsibilities

    Prospecting for clients through networking and referrals

    Developing and maintaining long-term relationships with clients

    Providing financial solutions for clients through fact gathering and needs analyses

    Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

    Qualifications

    Strong interpersonal skills and customer service focus

    Market development/networking abilities

    Presentation and organization skills

    Strong work ethic, self-motivated and goal-oriented

    BA, BS, and/or graduate degree or equivalent work experience required

    Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for qualified Financial Services Representatives. Contact Heather Halas today at: 716.626.0202.

    Eligibility applies only to those Financial Services Professionals who hold a full-time career contract (X4X) with MassMutual. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination.

    About Financial Partners of Upstate New York

    Our firm started as a part of MetLife over 75 years ago. Roughly 10 years ago, MetLife acquired New England Financial which allowed us to grow our firm, enlarge our reach, and provide financial assistance to a greater number of families and business owners. In July of 2016, MetLife decided to part ways with their US Retail business, and we were acquired by MassMutual.

    At that time, we re-branded ourselves as Financial Partners of Upstate New York to better speak to our philosophy and to the community in which we serve and operate. We believe in partnering with our clients, partnering with other business leaders, and partnering with the community in bringing financial independence to all.

    Financial Partners of Upstate New York, a MassMutual firm, is a full service financial services agency. Our firm consists of advisors and staff who are experienced and knowledgeable in investments and insurance and will bring different points of view to your financial plan. We take a holistic approach to financial planning to help you build a truly diversified portfolio of retirement, wealth management, asset protection, and estate planning solutions. You will receive advice and guidance tailored to meet the needs of you, your family, and your small business.

    About MassMutual

    Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyowners. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyowners consistently since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company’s strong and growing network of financial professionals helps clients make good financial decisions for the long-term.

    Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

    For more information, visit www.fpuny.com or find Financial Partners of Upstate New York on Facebook, Twitter, and LinkedIn.

  • Locations
    Syracuse, NY • Buffalo, NY • Rochester, NY • Williamsville, NY