Financial Services Representative Jobs in Massachusetts
Financial services representative jobs in Massachusetts are concentrated in Boston, Worcester, and Springfield, where major employers like Fidelity Investments, MassMutual, and State Street have long-running hiring pipelines for this role. The market runs from entry-level client service associates to licensed senior representatives, with the strongest demand in retirement planning, wealth management, and insurance products. Massachusetts is one of the most active financial services markets in the country, with consistent openings at every experience level. Find a role that fits below and apply directly.
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See related jobsWork Schedule: This is a fully in-office position, Monday through Friday. Candidates must be able to work onsite five days per week.
Join Our Team
Responsibilities
- Open, sort, and distribute mail, payments, and correspondence within established time standards
- Research, process, and reconcile premium and claim payments
- Handle payment exceptions and perform related research
- Review and resolve payment inquiries from customers and vendors
- Prepare and document checks for daily bank deposits within service level agreements
- Balance electronic vendor payment files and work with Treasury to resolve discrepancies
- Perform mail merges and send notifications to insureds and agents as needed
- Collaborate with internal departments and vendors to identify and report system issues
- Enter daily production metrics into the Insurance Operations database to ensure SLA compliance
- Maintain and purge payment logs, journals, stubs, and checks per record retention policies
- Create, distribute, and maintain data, letters, reports, logs, and correspondence within SLA standards
Qualifications
- Education: High School diploma or equivalent
- Experience: 0–1 year of related experience
- Strong organizational and prioritization skills
- Effective verbal and written communication
- Ability to work independently in a fast-paced environment
- Team-oriented with strong interpersonal skills
- Familiarity with office equipment (scanners, photocopiers) and vendor online tools
- High attention to detail and numerical accuracy
- Typing requirement: 90 keystrokes per minute for Financial Services or 90 wpm
- Proficiency in Microsoft Office and PC-based recordkeeping
We welcome candidates with transferable experience in transaction processing, reconciliation, discrepancy research, numerical data entry, and other detail-oriented work requiring accuracy and productivity.
Management has identified this position to require essential personnel. In the case of severe weather or other emergency situations, specific key individuals who are in this position will be required to report to work, regardless of the company being closed.
Why Mapfre?
As a global insurance leader with a strong local presence, we offer more than a job- we provide a purpose-driven career where your growth, well-being, and impact truly matter.
Purpose & Culture: Join a company built on trust, collaboration, and inclusion. Our values guide everything we do, creating a workplace where people feel respected and empowered.
Career Growth: Advance your skills through tuition reimbursement, leadership programs, and internal mobility opportunities. Your development is our priority.
Social Responsibility: Contribute to meaningful initiatives through Fundación Mapfre, supporting communities and sustainability worldwide.
Pay Transparency: The typical starting salary range for this role is determined by several factors including skills, experience, education, certifications, and location. Some roles at Mapfre are eligible for commission and/or bonus earnings, in addition to salary, calculated based upon factors set forth in the compensation plan for the role.
Pay Range: $38,285 - $40,300 (non-exempt)
Benefits Highlights:
At Mapfre, we invest in our employees' well-being by offering a comprehensive benefits package, including:
- Paid Time Off (PTO): A flexible PTO program that combines vacation, personal, volunteer and sick time into one convenient bank of paid time off.
- 401(k) & Profit Sharing: Eligible employees may participate in Mapfre's 401(k) plan that includes company matching contributions up to certain amounts under the terms of the plan.
- Medical, Dental and Vision Coverage: Choice of comprehensive medical, dental and vision insurance coverage under group plans offered by the company.
- Other Benefits Include: STD, LTD, Life Insurance, FSA, HSA and various wellness programs
Your Health, Your Wellbeing—Fully Supported
- $0 Premium Medical Plan Option
Keep more of what you earn. Employees earning under $75,000 who elect single coverage under our Super Value Plan enjoy $0 monthly premiums—comprehensive healthcare at no cost to you.
Benefits provided are subject to the terms and conditions of the applicable benefit plan or policy. The Company reserves the right to alter, amend, or terminate benefits in its sole discretion. To learn more about our benefit offerings please visit: https://mapfre.gobenefits.net/
If you require a reasonable accommodation during the application or selection process, please contact the Mapfre Talent Acquisition team at talentacquisition@mapfre.com. Mapfre is proud to be an Equal Opportunity Employer.
Important Notice:
The information above is intended to provide a general overview of available benefits. Eligibility, plan provisions, and coverage are governed by the terms and conditions of the applicable benefit plans and policies, which may be modified from time to time
#MAPFRE123
Work Schedule: This is a fully in-office position, Monday through Friday. Candidates must be able to work onsite five days per week.
Join Our Team
Responsibilities
- Open, sort, and distribute mail, payments, and correspondence within established time standards
- Research, process, and reconcile premium and claim payments
- Handle payment exceptions and perform related research
- Review and resolve payment inquiries from customers and vendors
- Prepare and document checks for daily bank deposits within service level agreements
- Balance electronic vendor payment files and work with Treasury to resolve discrepancies
- Perform mail merges and send notifications to insureds and agents as needed
- Collaborate with internal departments and vendors to identify and report system issues
- Enter daily production metrics into the Insurance Operations database to ensure SLA compliance
- Maintain and purge payment logs, journals, stubs, and checks per record retention policies
- Create, distribute, and maintain data, letters, reports, logs, and correspondence within SLA standards
Qualifications
- Education: High School diploma or equivalent
- Experience: 0–1 year of related experience
- Strong organizational and prioritization skills
- Effective verbal and written communication
- Ability to work independently in a fast-paced environment
- Team-oriented with strong interpersonal skills
- Familiarity with office equipment (scanners, photocopiers) and vendor online tools
- High attention to detail and numerical accuracy
- Typing requirement: 90 keystrokes per minute for Financial Services or 90 wpm
- Proficiency in Microsoft Office and PC-based recordkeeping
We welcome candidates with transferable experience in transaction processing, reconciliation, discrepancy research, numerical data entry, and other detail-oriented work requiring accuracy and productivity.
Management has identified this position to require essential personnel. In the case of severe weather or other emergency situations, specific key individuals who are in this position will be required to report to work, regardless of the company being closed.
Why Mapfre?
As a global insurance leader with a strong local presence, we offer more than a job- we provide a purpose-driven career where your growth, well-being, and impact truly matter.
Purpose & Culture: Join a company built on trust, collaboration, and inclusion. Our values guide everything we do, creating a workplace where people feel respected and empowered.
Career Growth: Advance your skills through tuition reimbursement, leadership programs, and internal mobility opportunities. Your development is our priority.
Social Responsibility: Contribute to meaningful initiatives through Fundación Mapfre, supporting communities and sustainability worldwide.
Pay Transparency: The typical starting salary range for this role is determined by several factors including skills, experience, education, certifications, and location. Some roles at Mapfre are eligible for commission and/or bonus earnings, in addition to salary, calculated based upon factors set forth in the compensation plan for the role.
Pay Range: $38,285 - $40,300 (non-exempt)
Benefits Highlights:
At Mapfre, we invest in our employees' well-being by offering a comprehensive benefits package, including:
- Paid Time Off (PTO): A flexible PTO program that combines vacation, personal, volunteer and sick time into one convenient bank of paid time off.
- 401(k) & Profit Sharing: Eligible employees may participate in Mapfre's 401(k) plan that includes company matching contributions up to certain amounts under the terms of the plan.
- Medical, Dental and Vision Coverage: Choice of comprehensive medical, dental and vision insurance coverage under group plans offered by the company.
- Other Benefits Include: STD, LTD, Life Insurance, FSA, HSA and various wellness programs
Your Health, Your Wellbeing—Fully Supported
- $0 Premium Medical Plan Option
Keep more of what you earn. Employees earning under $75,000 who elect single coverage under our Super Value Plan enjoy $0 monthly premiums—comprehensive healthcare at no cost to you.
Benefits provided are subject to the terms and conditions of the applicable benefit plan or policy. The Company reserves the right to alter, amend, or terminate benefits in its sole discretion. To learn more about our benefit offerings please visit: https://mapfre.gobenefits.net/
If you require a reasonable accommodation during the application or selection process, please contact the Mapfre Talent Acquisition team at talentacquisition@mapfre.com. Mapfre is proud to be an Equal Opportunity Employer.
Important Notice:
The information above is intended to provide a general overview of available benefits. Eligibility, plan provisions, and coverage are governed by the terms and conditions of the applicable benefit plans and policies, which may be modified from time to time
#MAPFRE123
See All 5 Financial Services Representative Jobs in Massachusetts
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Find JobsFinancial Services Representative Jobs by City in Massachusetts
Where Massachusetts roles are concentrated, by current openings.
Financial Services Representative Job Market in Massachusetts
A snapshot from current Massachusetts openings, updated as new roles post.
Who's Hiring
What Massachusetts Employers Look For
The qualifications that appear most often in financial services representative jobs across Massachusetts.
- Active FINRA Series 6 or Series 7 license or willingness to obtain upon hire
- Massachusetts life and health insurance license or ability to obtain within a set timeframe
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience in client-facing financial services, banking, or insurance roles
- Proficiency with CRM platforms and financial planning or account management software
- Strong verbal and written communication skills with a client-service orientation
Financial Services Representative Jobs in Massachusetts: Frequently Asked Questions
How do you become a financial services representative in Massachusetts?
Most financial services representative roles in Massachusetts require passing FINRA licensing exams such as the Series 6 or Series 7, which are administered through FINRA and require employer sponsorship to sit. If the role involves insurance products, you will also need a Massachusetts life, accident, and health insurance license issued through the Massachusetts Division of Insurance. Most employers expect at least a bachelor's degree in finance, business, or a related field alongside these credentials.
Which companies hire financial services representatives in Massachusetts?
Employers hiring financial services representatives in Massachusetts right now include State Farm, Emerson Hospital, and MAPFRE Insurance, based on current listings on Migrate Mate as of November 2026. Massachusetts's concentration of major asset managers, insurers, and regional banks means that hiring activity for this role stays consistent throughout the year.
Which Massachusetts cities have the most financial services representative jobs?
Boston, Concord, and Waltham have the most financial services representative openings in Massachusetts. Boston drives the bulk of hiring thanks to its dense cluster of asset management firms, insurance headquarters, and regional bank operations, while Worcester and Springfield draw from established insurers like MassMutual and regional credit unions that maintain large client-service workforces in those markets.
Are there remote financial services representative jobs in Massachusetts?
Yes, but they're less common than in purely desk-based roles, since much of this work involves licensed client interaction that employers prefer to supervise in person. About 0% of financial services representative openings tied to Massachusetts are remote or hybrid as of November 2026, with remote options most often appearing in roles focused on inbound client support or back-office account servicing rather than active sales or advising.
How can I get hired as a financial services representative in Massachusetts with little or no experience?
The most realistic entry path is applying for client service associate or financial services associate roles at Massachusetts-based firms like Fidelity Investments, MassMutual, or State Street, which run structured onboarding programs that include sponsored FINRA exam preparation. Candidates coming from adjacent roles such as bank teller, insurance customer service, or retail financial associate positions are frequently considered. Earning your Series 6 license or a Massachusetts insurance license before applying significantly strengthens your candidacy for entry-level openings at these firms.
Where can I find and apply to financial services representative jobs in Massachusetts?
You can find and apply to financial services representative jobs in Massachusetts on Migrate Mate, which lists current openings tied to this role and state. Find roles that fit your experience and credentials and apply directly to the ones that match.
See All 5 Financial Services Representative Jobs in Massachusetts
Find roles in Massachusetts that match your experience and apply in just a few clicks.
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