Financial Services Representative

The-Moody-Street-Group; Newton (MA); On-site; USD 55,000 - 95,000; Full time

Benefits offered by this job

Pension

Tuition reimbursement

Professional development andconference

Job summary

The Moody Street Group, LLC is seeking a Financial Services Representative to join our Newton-based team. The role focuses on developing client relationships and delivering tailored financial solutions while maintaining compliance with licensing requirements.

New representatives participate in structured training with ongoing sales support. Most representatives earn between $55,000 – $95,000 annually based on production and licensing, with commission-based compensation and performance-driven

Qualifications

• Bachelor’s degree preferred in business, finance, marketing, or related fields.
• Strong interpersonal and communication skills.
• Willingness to obtain state licensing if not already licensed.
• Self-motivated with ability to work independently.

Responsibilities

• Develop and maintain relationships with prospective and existing clients.
• Conduct client meetings to assess financial objectives and needs.
• Present financial products and planning strategies.
• Provide ongoing client service and account support.
• Participate in training and professional development programs.
• Maintain compliance with licensing and regulatory requirements.

Skills

Interpersonal skills

Client-focused mindset

Self-motivated

Independent worker

Relationship-based sales

Financial services interest

Education

Bachelor’s degree preferred

Job description

Financial Services Representative

The Moody Street Group Newton, Massachusetts, United States

About this position

Financial Services Representative
The Moody Street Group, LLC – OneAmerica Financial

The Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. We work closely with clients to help them evaluate financial goals, manage risk, and implement long-term planning strategies.

We are currently seeking a Financial Services Representative to join our team.

Role Overview

This position focuses on developing client relationships and providing financial solutions tailored to individual needs. Representatives work directly with clients to understand objectives, present appropriate strategies, and deliver ongoing service and support.

Key Responsibilities

• Develop and maintain relationships with prospective and existing clients
• Conduct client meetings to assess financial objectives and needs
• Present financial products and planning strategies
• Provide ongoing client service and account support
• Participate in training and professional development programs
• Maintain compliance with applicable licensing and regulatory requirements

Qualifications

• Bachelor’s degree preferred (business, finance, marketing, communications, or related fields)
• Strong interpersonal and communication skills
• Professional demeanor and client-focused mindset
• Self-motivated with the ability to work independently
• Interest in financial services and relationship-based sales
• Ability to obtain required state licensing (if not already licensed)

Training & Support

New representatives participate in a structured training program designed to develop product knowledge, client communication skills, and industry best practices. Ongoing technical and sales support is provided.

This is a commission-based position. Compensation is performance-driven rather than salaried.

Most representatives in this role typically earn between $55,000 – $95,000 annually, depending on production, licensing, and individual performance.

Eligible representatives may have access to:

• Pension
• Tuition reimbursement for professional designations
• Professional development and conference opportunities

About The Moody Street Group, LLC

The Moody Street Group, LLC is a general agency of OneAmerica Financial with offices in Newton, Massachusetts and South Windsor, Connecticut. We serve a diverse client base and emphasize long-term client relationships and professional development.