Disability Income Associate

The Bulfinch Group; Needham Heights (MA); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Uncapped earning potential

Industry-leading training & mentorship

Career growth opportunities

Job summary

The Bulfinch Group in Needham, MA is seeking a Disability Income Associate to build relationships with financial advisors and brokers, identify new business opportunities, and drive growth in disability insurance solutions.

You will work with industry-leading wholesalers and sales professionals while delivering educational workshops and case designs, with a focus on protecting clients’ income and financial well-being. This role emphasizes entrepreneurship, mentorship, and career advancement.

Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years of experience in sales, business development, financial services, insurance, recruiting, consulting, or a related field.
• Strong communication and interpersonal skills.
• Ability to work independently while collaborating effectively with a team.
• Excellent organizational and time-management abilities.
• A demonstrated history of achievement in professional, academic, athletic, military, or community leadership roles.
• Insurance licensing is a plus but not required to apply.

Responsibilities

• Develop and grow relationships with financial advisors, independent brokers, and strategic partners.
• Identify new business opportunities and help advisors expand their disability insurance business.
• Collaborate with industry-leading wholesalers, general agents, and sales professionals to drive growth.
• Provide product guidance, sales ideas, and case design support to advisors and brokers.
• Deliver educational workshops, presentations, and training programs.
• Build and manage a pipeline of prospective business opportunities and advisor referrals.
• Maintain strong activity and relationship management practices using CRM tools.
• Help advisors and brokers better serve their clients through customized disability income protection strategies.

Skills

Communication skills

Interpersonal skills

Independent work

Team collaboration

Education

Bachelor's degree or equivalent

Job description

Disability Income Associate: The Bulfinch Group | Needham, MA

Build Relationships. Drive Growth. Make an Impact.

Are you a motivated professional who enjoys building relationships, helping

others succeed, and creating new business opportunities? The Bulfinch Group is

seeking an ambitious Disability Income Associate to join our growing team in

This is an exciting opportunity for a sales-minded, entrepreneurial individual

looking to build a rewarding career in financial services. As a Disability Income

Associate, you'll become a trusted resource for financial advisors and

independent brokers, helping them protect their clients' income and financial

well-being through disability insurance solutions.

Whether you have insurance experience or a strong background in sales, business

development, or relationship management, we provide the support, training, and

resources needed to help you succeed.

What You'll Do:

• Develop and grow relationships with financial advisors, independent brokers, and strategic partners.
• Identify new business opportunities and help advisors expand their disability insurance business.
• Collaborate with industry-leading wholesalers, general agents, and sales professionals to drive growth.
• Provide product guidance, sales ideas, and case design support to advisors and brokers.
• Deliver educational workshops, presentations, and training programs.
• Build and manage a pipeline of prospective business opportunities and advisor referrals.
• Maintain strong activity and relationship management practices using CRM tools.
• Help advisors and brokers better serve their clients through customized disability income protection strategies.

Who You Are

You are someone who thrives in a relationship-driven environment and enjoys

helping others achieve their goals. You are self-motivated, competitive,

coachable, and energized by the opportunity to build a successful career.

Preferred Qualifications

• Bachelor's degree or equivalent professional experience.
• 2+ years of experience in sales, business development, financial services, insurance, recruiting, consulting, or a related field.
• Strong communication and interpersonal skills.
• Ability to work independently while collaborating effectively with a team.
• Excellent organizational and time-management abilities.
• A demonstrated history of achievement in professional, academic, athletic, military, or community leadership roles.
• Insurance licensing is a plus but not required to apply.

Why Join The Bulfinch Group?

• Entrepreneurial career path with significant growth potential.
• Industry-leading training, mentorship, and professional development.
• Opportunity to work alongside experienced financial professionals and market leaders.
• Collaborative and supportive team culture.
• Ability to make a meaningful impact on the financial confidence of individuals, families, and business owners.
• Access to the resources and stability of Guardian Life and Park Avenue Securities.
• This position offers uncapped earning potential through a performance-based compensation structure.
• First-year earnings typically range from $50,000 to $60,000+, based on performance.
• Ongoing training, mentorship, and business development support.
• Significant long-term income and career advancement opportunities for top performers.

About The Bulfinch Group

Founded in 1994, The Bulfinch Group is one of New England's premier

independent financial services firms. We help individuals, families, and business

owners achieve financial confidence through thoughtful planning and trusted

advice.

Built on a foundation of integrity, professionalism, and service, The Bulfinch

Group combines entrepreneurial opportunity with the resources, support, and

strength of Guardian Life, a Fortune 500 company.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS),

member FINRA, SIPC. OSJ: 160 Gould Street, Suite 310, Needham, MA 02494, 781-449-4402.

PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America®

(Guardian), New York, NY. The Peters Group is not an affiliate or subsidiary of PAS or Guardian.