CONNECT

Address:

4695 MacArthur Ct Suite 1000
Newport Beach, CA 92660

Phone:

(949) 660-1717

Fax/Other:

(949) 660-1991

Career Sampling & College Graduates

Sampling a Career in Financial Services

Let us help you understand what is involved in running a financial services practice through our career sampling process. Our career sampling process gives you the opportunity to understand what is involved in running a financial services practice.

Throughout this process, you will work closely with an experienced mentor from a local agency who will help you determine if a career in financial services is the right fit for you. The program is designed to give you a clear understanding and exposure to the daily activities and experiences of a Financial Services Representative. You'll get licensed, meet clients, and create proposals and recommendations. All while having access to competitive total compensation and *benefits package.

Whether you're just starting out, considering a mid-career change, or are an experienced producer, we offer a range of lifetime-learning opportunities that meet your current skill set. We can also help you further meet your long-term career goals. Customized training and educational programs are provided throughout the different phases of your career. As a guiding mentor, we're there for you at each step of your development, showing you new and innovative approaches to learning that can have a positive impact on your practice and clients. We offer programs designed to help you stay ahead throughout your career, including:

  •  Joint work
  • Instructor-led classes
  • Training workshops and seminars
  • Assistance obtaining licenses
  • Mentoring programs
  • Continuing education discounts
  • Activity tracking system

If you're already a seasoned professional, we'll propel you forward with:

  • Tools for building your practice
  • Business plan development
  • Advanced skills training
  • 24/7 online self-study courses
  • Online virtual learning library
  • Professional designations reimbursements such as ChFC and CLU
  •  Field software and selling systems

Our goal is to provide a customized learning experience instead of a one-size-fits-all approach to training. Whether this means you are led by an instructor or you go through our resources at your own pace, you'll have an opportunity to improve and expand your knowledge base.

If you're still in college, there are opportunities to intern and try out the role of a Financial Services Representative before you send in your application. You can sample a unique career, build your resume, develop valuable skills, and earn income all at the same time. 

 

*Eligibility applies only to those Financial Services professionals who hold a full-time career contract (X4X) with Massachusetts Mutual Life Insurance Company (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. Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

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