Financial Services Representative
6 days ago
We are seeking a talented Financial Services Representative to join our team at Baystate Financial. As a key member of our team, you will play a critical role in providing comprehensive financial services to our clients.
Key Responsibilities:
- Client Acquisition & Marketing: Identify and pursue new business opportunities to drive growth and revenue for the company.
- Discovery: Conduct thorough assessments of clients' financial situations to understand their needs and goals.
- Case Development & Analysis: Develop personalized financial plans tailored to each client's unique circumstances.
- Financial Plan Presentation: Clearly communicate financial recommendations to clients, ensuring they understand the benefits and implications of each plan.
- Implementation: Assist clients in implementing their financial plans, including purchasing insurance products and investment solutions.
- Ongoing Service: Provide ongoing support and guidance to clients as their financial situations evolve.
Requirements:
- Bachelor's degree in finance, business administration, or a related field is preferred.
What We Offer:
- A competitive salary range of $80,000 - $100,000+ at plan commission.
- Ongoing training and development opportunities to ensure your success in this role.
About Us:
Baystate Financial is a customer-centric, full-service financial firm dedicated to delivering exceptional results for our clients. With over 300 professionals and 200 support staff, we offer a collaborative and dynamic work environment that fosters growth and success. If you're passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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