Financial Representative
Overview
Are you a self-motivated individual with an entrepreneurial spirit looking for a career with growth potential that will impact your community?
The Bulfinch Group is looking for individuals like you to join our team as a Financial Representative.
As a Financial Representative you will work with individuals and businesses in your community providing access financial products and services that will protect their assets, help them understand their financial life, and build wealth for the future.
As a Financial Representative, you will have the ability to make an impact in your community, have development and career growth opportunities and the flexibility and ability to build your practice in a way that feels authentic to you, serving the clients and communities you choose to work with.
We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses.
You are…
- A self‐motivated individual with a dynamic, confident personality, a strong work ethic, high integrity and passion for succeeding.
- Desire to help others achieve their goals and dreams through cultivating long-term relationships.
- Ambitious, entrepreneurial, and looking for career growth and development.
What you’ll be doing…
- develop and maintain a base of clients who value your input and guidance;
- work with clients to create a customized plan by understanding their unique goals, concerns and current financial information;
- continuously provide clients with current information related to their financial products and services;
- ensure that your clients’ financial plans are current and aligned with their goals.
- engage in a career of ongoing training and education to acquire above average skill and knowledge of all financial products and services, that when applicable, are applied to changing economic conditions and market shifts;
- expand a business practice by use of effective prospecting and warm introduction or referral based strategies, as well as identifying and cultivating new client relationships within a targeted market niche;
- learning best-selling skills practices and/or willingness to improve/develop existing sales skills.
What we provide…
- Development and training—locally, virtually and nationally—to support you as you build your practice with us.
- Tools and resources to help you market and grow your practice and communicate efficiently with your prospects and clients.
- Mentorship and joint-work opportunities.
- A competitive benefits package including: Defined Benefit Plan, 401(k) with Match and Roth options, health and dental insurance and more.
Requirements
- Must be a US citizen or permanent resident
- A four‐year college degree
- Obtain appropriate insurance licensing
Who we are
The mission of The Bulfinch Group is to serve our clients with respect, passion and integrity. We encourage a collaborative environment that strives to enhance existing relationships; discover and build new ones; and help everyone we meet to live their best life possible. We deliver nothing short of excellence.
Our philosophy – be professional, give back and have fun – is the cornerstone of The Bulfinch Experience. Our commitment to our community is strong and is a vital part of our culture. We promise to be the “Best at Getting Better.”
We make a difference.
For more information, please visit www.bulfinchgroup.com
Agency of The Guardian Life Insurance Company of America, New York, NY.
The Guardian Network® is a network of preferred providers authorized to offer products of The Guardian Life Insurance Company of America (Guardian), New York, NY and its subsidiaries.
2020-106787 (Exp. 8/22)