Military Background Financial Services Representative

3 weeks ago


Avon, Massachusetts, United States Tri-Harbor Financial Group of Greater Boston Full time
Financial Representative Wanted for Tri-Harbor Financial Group of Greater Boston

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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