Military Background Financial Services Representative
3 weeks ago
We are seeking a highly motivated Financial Representative to join our team and help us grow our business in Greater Boston.
About the Job:
This is an exciting opportunity to join a leading financial services company, working closely with our experienced team to develop customized financial solutions for our clients.
Responsibilities and Requirements:
- Evaluate clients' financial needs and goals to recommend appropriate insurance products.
- Develop personalized insurance plans that align with clients' long-term financial strategies.
- Establish and maintain strong relationships with clients, offering continuous support and advice as their needs evolve.
- Stay informed about the latest insurance products and industry trends to provide clients with the best options available.
- Ensure all recommendations and sales comply with company policies and regulatory requirements, maintaining the highest ethical standards.
You will have the opportunity to work with a variety of clients, each with unique financial needs and goals. As a Financial Representative, you will be responsible for developing customized solutions that meet these needs, while also providing exceptional customer service.
Salary and Benefits:
- Average salary range for this position is $70,000 - $100,000 per year, depending on experience.
- Potential for abundant, consistent, and predictable results.
- A collaborative, high-support team environment, fostering growth and camaraderie.
- Full business development process training and support for seamless operations.
- Proven operational systems and cutting-edge technology for enhanced agent efficiency.
- Achieving high performance while maintaining a great quality of life.
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