Financial Planning Specialist
7 days ago
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 Incentives
Why Baystate Financial?
We are a leading financial services company dedicated to helping our clients achieve their financial goals. Our team of experienced professionals is committed to providing exceptional service and support to our clients and advisors.
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