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

Financial Services Representative

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

The Moody Street Group, LLC is a general agency of The Companies of OneAmerica® that assists clients in achieving their financial objectives. They are seeking motivated individuals to join their team as Financial Services Representatives, who will utilize a values-based approach to market their services and interact with clients.

Financial ServicesInsuranceRetirement
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Diversity & Inclusion

Responsibilities

Utilize a values based approach and market primarily by introduction
Interact with clients
Receive comprehensive and sophisticated training program
Benefit from a wide range of technical sales support

Qualification

Financial knowledgeSales skillsClient interactionCommunication skillsMotivation

Required

Undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications
Highly motivated and 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