Financial Services Representative/Financial Advisor jobs in United States
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The Moody Street Group, LLC · 4 months ago

Financial Services Representative/Financial Advisor

positionBoston, MA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

The Moody Street Group, LLC is a general agency of OneAmerica Financial that assists a diverse clientele in achieving financial objectives. They are seeking motivated individuals for the role of Financial Services Representative/Financial Advisor to utilize a values-based approach in marketing and client interaction, supported by comprehensive training and technical sales support.

Financial ServicesInsuranceRetirement
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Diversity & Inclusion

Responsibilities

Utilize a values based approach and market primarily by introduction
See and interact with clients

Qualification

Financial knowledgeSales skillsMarketing experienceClient relationship managementCommunication skills

Required

Undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications
Highly motivated, success-oriented individuals

Benefits

Group benefits
Pension
Tuition reimbursement for professional designations
Conferences at worldwide locations

Company

The Moody Street Group, LLC

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ABOUT THE MOODY STREET GROUP The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners.
dateFounded in 2011
location
Newton, Massachusetts, USA
people-size11-50 employees
web-link
https://www.moodystreet.com/

Funding

Current Stage
Early Stage

Leadership Team

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John Breedlove, CLU
Managing Partner
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Company data provided by crunchbase