Financial Representative

Found in: Talent US C2 - 2 weeks ago


Bedford, United States Baystate Financial Full time

Right from the beginning, as an advisor at Baystate Financial you become a resource for your clients. In order to fit your clients’ individual goals and needs, we work with the client to formulate a sound investment, insurance, and retirement strategy based upon their financial position. Then, the Baystate Financial team, your backbone, will help identify a broad range of financial products and services to complement our personalized approach for the client. Baystate Financial advisors go to great lengths to deliver the personalized attention and accessibility our clients have come to expect. We realize their financial strategy is more than managing money, it’s providing the guidanceinsightresults and service they need to secure their financial future.

The Role of a Financial Representative:

- Client Acquisition & Marketing

- Discovery

- Case Development & Analysis

- Financial Plan Presentation

- Implementation

- On Going Service

Candidate Characteristics:

The right candidate for the advisor program at Baystate Financial comes from a wide variety of college majors, personal backgrounds, and life experiences. Generally, they have a few common shared characteristics or attributes:

- Motivated to work in a client facing role

- Desire to help people, including individuals, families, and businesses

- Team oriented, and comfortable with preparing and delivering presentations

- Competitive, with an entrepreneurial spirit and a vision to build and grow your own business

- High standards of integrity, competency, work ethic, and professionalism

- Experience with marketing, sales, or finance a plus

Your Career Path – Why Baystate Financial?

Today’s complex industry calls for a wide range of specialized skills that few financial professionals can command on their own. At Baystate Financial, we treat YOU as the client, and we provide the product and sales support you need to maximize your time in front of clients.

Training Program:

As a Financial Representative at Baystate Financial, you’ll have a Managing Associate and Managing Director that will be dedicated to guiding you through your on-boarding to the firm and will mentor you as a new advisor throughout the development of your career.

This training will include:

- Producer Life, Accident, and Health,SIE Exam, Series 7, and Series 63

- 1-1 meetings with mentor for business development

- Group classroom trainings taught by Advisors, Managers, CFAs, CFPs, JDs, CPAs, etc.

- Office marketing support for lead/client acquisition

- In – the – field coverage with prospective and current clients

- Case design assistance from Baystate’s sales desk and product specialists

Career Development

As a successful new Financial Representativeyou will continue to build your practice. Open your own office under the Baystate flag, and bring on a team of support staff. Or, transition to a leadership role and help grow the organization. Build your own team of junior advisors through your own recruiting, coaching, and mentorship program.

Your Business. Your Clients. Your Career. Your Compensation. Your Future.

Job Type: Full-time



  • Bedford, United States Financial Staffing Resources, Ltd. Full time

    Job DescriptionJob DescriptionCompany DescriptionFSR is a leading provider of premier talent for credit unions (Direct -Hire) specifically recruiting for the credit union industry.  Our experienced placement professionals have an unparalleled understanding of our client’s business culture and candidate expectations. We expertly match our candidates talent...


  • Bedford, United States SERVPRO of Indiana CountyEbensburg Full time

    Job DescriptionJob DescriptionDo you enjoy meeting new people, building lasting relationships and helping your community?Our franchise services multiple counties within Central, PA and we are looking for proven Business Development Representatives.In this position, you will be making a positive impact on your community each and every day. We have a sincere...

  • Sales Representative

    Found in: Talent US C2 - 1 week ago


    Bedford, United States SERVPRO of Indiana CountyEbensburg Full time

    Do you enjoy meeting new people, building lasting relationships and helping your community?Our franchise services multiple counties within Central, PA and we are looking for proven Business Development Representatives. In this position, you will be making a positive impact on your community each and every day. We have a sincere drive toward the goal of...

  • Teller/New Accounts Representative

    Found in: Resume Library US A2 - 1 week ago


    Bedford, Texas, United States Financial Staffing Resources, Ltd. Full time

    Job Description Are you passionate about providing exceptional customer service? Do you thrive in a dynamic environment where you can assist customers with their financial needs? If so, we have an exciting opportunity for you to join our team as a Teller/New Accounts Rep at a trusted community commercial bank dedicated to serving our customers with...

  • Senior Financial Analyst

    Found in: Resume Library US A2 - 17 hours ago


    Bedford, Massachusetts, United States Werfen Full time

    Overview: Werfen   Werfen, founded in 1966, is a worldwide developer, manufacturer and distributor of specialized diagnostic instruments, related reagents, automation workcells, and data management solutions for use primarily in hospitals and independent clinical laboratories.  The Company’s business lines include Hemostasis, Acute Care, and...


  • Bedford, United States Concord Group Insurance Full time

    Job DescriptionJob DescriptionThe Branch Claims Representative investigates, evaluates, and determines the appropriate disposition of all types of claims arising out of the Company’s business. This job also provides service to agents, insureds, and others in the course of handling those claims to their conclusion. Work is performed under general...


  • Bedford, United States LogixHealth Full time

    $1,000 SIGNING BONUSPurposeLogixHealth is seeking a Call Center Representative in our Patient Call Center. The person in this role will represent our clients in a professional and courteous manner and provide support and service to our patients via telephone, fax and mail.Duties and ResponsibilitiesAnswer a high volume of calls from patients and give a high...


  • Bedford, United States paynada Full time

    Job DescriptionJob DescriptionAbout Us:Paynada is a pioneering force in B2B payment technology services, committed to delivering innovative solutions tailored to our clients' evolving needs. With strategic partnerships, cutting-edge technologies, and a team of experts, we offer a diverse range of products and services, empowering businesses across the...

  • Insurance Branch Claims Representative

    Found in: Resume Library US A2 - 1 week ago


    Bedford, New Hampshire, United States Concord Group Insurance Full time

    The Branch Claims Representative investigates, evaluates, and determines the appropriate disposition of all types of claims arising out of the Company’s business. This job also provides service to agents, insureds, and others in the course of handling those claims to their conclusion. Work is performed under general...

  • Medical Administration Specialist

    Found in: Talent US 2 C2 - 1 week ago


    Bedford, United States Veterans Health Administration Full time

    Summary This Medical Administrative Specialist, position is in Business Office service at the Bedford VA Healthcare System, located at the Bedford location. This position is a full-time at 40 hours per week. Duties The incumbent serves as a Medical Administrative Specialist- Health Administrative Specialist on Duty (HOD) located in the Office of...


  • Bedford, United States Concord Group Insurance Full time

    Associate Underwriters experience a structured training program designed to incorporate a variety of professional development opportunities including hands-on training, industry specific coursework, mentoring, and job shadowing to gain a strong foundation of industry knowledge to become a Personal Lines Underwriter. Under supervision of mentors and...

  • Licensed Insurance Sales

    29 minutes ago


    Bedford, United States The K Perry Group Llc Full time

    Job DescriptionJob DescriptionWe are seeking a passionate, self-driven, natural born salesperson with a desire to make a difference in peoples lives. As a Licensed Insurance Sales Representative, you will be part of a team that is helping to grow the revenue of the office by offering products that people need for their security and peace of mind. Our newest...

  • Associate Underwriter

    3 weeks ago


    Bedford, United States Concord Group Insurance Full time

    Job DescriptionJob DescriptionAssociate Underwriters experience a structured training program designed to incorporate a variety of professional development opportunities including hands-on training, industry specific coursework, mentoring, and job shadowing to gain a strong foundation of industry knowledge to become a Personal Lines Underwriter. Under...


  • Bedford, United States Berglund Of Bedford Full time

    Job DescriptionJob DescriptionBerglund Ford of Bedford is looking for an experienced Automotive Finance Manager. We are part of Berglund Automotive, a well-established and reputable automotive group with 10 locations, representing 20 different automotive brands throughout Southwest and Central Virginia. Job Summary:The Finance Manager presents finance...


  • Bedford, United States Berglund Of Bedford Full time

    Job DescriptionJob DescriptionBerglund Ford of Bedford is looking for an experienced Automotive Finance Manager. We are part of Berglund Automotive, a well-established and reputable automotive group with 10 locations, representing 20 different automotive brands throughout Southwest and Central Virginia. Job Summary:The Finance Manager presents finance...


  • Bedford, United States LogixHealth Full time

    Location: Bedford, MA; Hybrid in Bedford, MA This Role: As a Medical Claims Data Specialist at LogixHealth, you will work both independently and with internal teams to provide cutting-edge solutions that will directly improve business operations. You’ll contribute to our fast-paced, collaborative environment and will bring your expertise to ensure timely...


  • Bedford, United States Concord Group Insurance Full time

    Job DescriptionJob DescriptionThe Branch Claims Representative investigates, evaluates, and determines the appropriate disposition of all types of claims arising out of the Company’s business. This job also provides service to agents, insureds, and others in the course of handling those claims to their conclusion. Work is performed under general...


  • Bedford, United States LogixHealth Full time

    Job DescriptionJob DescriptionLocation: On-site in Bedford, MA This Role:As a Staffing Production Coordinator at LogixHealth, you will work with a team medical coders, coordinators, and billers to provide cutting edge solutions that will directly improve the healthcare industry. You’ll contribute to our fast-paced, collaborative environment and will bring...


  • Bedford, United States LogixHealth Full time

    $500 Signing BonusLocation: On-Site in Bedford, MAThis Role:As an Administrative Assistant at LogixHealth, you will work with a team of fellow administrators to provide cutting edge solutions that will directly improve the flow of work for business operations. You’ll contribute to our fast-paced, collaborative environment and will bring your expertise to...


  • Bedford, United States LogixHealth Full time

    Location: On-Site in Bedford, MA$500 Signing BonusThis Role: As a Reimbursement Specialist at LogixHealth, you will work with the department management teams to provide cutting edge solutions that will directly improve the healthcare industry. You’ll contribute to our fast-paced, collaborative environment and bring your expertise to review reimbursements...