Financial Services Representative

6 days ago


New Bedford, Massachusetts, United States Baystate Financial Full time
About the Role

As a Financial Representative at Baystate Financial, you will be a key resource for your clients, providing personalized attention and guidance to help them achieve their financial goals.

Key Responsibilities:

  • Client Acquisition and Relationship Building
  • Financial Needs Analysis and Planning
  • Product and Service Recommendations
  • Implementation and Ongoing Service

Requirements:

  • Motivated and Client-Focused Individual
  • Strong Communication and Presentation Skills
  • Ability to Work in a Team Environment
  • Entrepreneurial Spirit and Business Development Skills

What We Offer:

  • Comprehensive Training Program
  • Product and Sales Support
  • Opportunities for Career Advancement
  • Competitive Compensation and Benefits

Join Our Team:

At Baystate Financial, we are committed to helping our clients achieve their financial goals. If you are a motivated and client-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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