Financial Services Representative

2 weeks ago


Bonita Springs, Florida, United States Baystate Financial Full time
Unlock Your Potential with Baystate Financial

Are you ready to take your career to the next level? As a Financial Services Representative at Baystate Financial, you'll have the opportunity to work with a wide range of clients, providing comprehensive financial planning and guidance to help them achieve their goals.

Key Responsibilities:
  • Client Acquisition & Marketing: Develop and implement strategies to attract and retain clients
  • Discovery: Conduct thorough financial assessments to understand clients' needs and goals
  • Case Development & Analysis: Analyze data and develop customized financial plans for clients
  • Financial Plan Presentation: Present financial plans to clients and provide ongoing support
  • Implementation: Help clients implement financial recommendations and monitor progress
  • Ongoing Service: Provide ongoing financial guidance and support to clients
What We Offer:
  • No experience necessary - we'll provide comprehensive training and support
  • Competitive compensation package, with potential earnings up to $100,000 annually
  • Opportunity to work with a dynamic team and build a successful career

As a Financial Services Representative at Baystate Financial, you'll have the opportunity to make a real difference in people's lives. If you're passionate about finance and committed to delivering exceptional service, we encourage you to apply.



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