Financial Services Representative
3 weeks ago
At Baystate Financial, we're seeking a talented individual to join our team as a Financial Services Representative. As a key member of our team, you'll be responsible for providing comprehensive financial planning services to our clients, helping them achieve their financial goals and secure their financial futures.
As a Financial Services Representative, you'll work closely with our clients to understand their financial needs and develop customized financial plans that meet their unique goals and objectives. You'll also be responsible for implementing financial recommendations, such as life insurance, savings plans, and investment strategies, to help our clients achieve financial stability and security.
We're looking for a motivated and detail-oriented individual who is passionate about helping others achieve their financial goals. If you're a team player with excellent communication skills and a strong work ethic, we encourage you to apply for this exciting opportunity.
Key Responsibilities:
- Client Acquisition & Marketing
- Discovery
- Case Development & Analysis
- Financial Plan Presentation
- Implementation
- Ongoing Service
Requirements:
- A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred.
About Baystate Financial:
Baystate Financial is a customer-centric, full-service financial firm that has been providing comprehensive financial services to individuals and businesses for over a century. We're committed to helping our clients achieve their financial goals and secure their financial futures, and we're looking for talented individuals like you to join our team.
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