Wealth Management Associate

The Moody Street Group, LLC; Boston (MA); Sur place; USD 50 000 - 70 000; Plein temps

Avantages offerts par ce poste

Competitive base and commission structure

Group benefits

Pension plan

Tuition reimbursement

Access to conferences worldwide

Résumé du poste

The Moody Street Group, LLC in Boston, Massachusetts is seeking Financial Services Sales Representatives. Candidates should have a degree in business or a related field and possess strong motivation and sales orientation.

The role involves marketing financial products through a values-based approach while receiving extensive training. Competitive compensation, group benefits, and professional growth opportunities are offered.

Qualifications

• Seeking highly motivated individuals with degrees relevant to finance and marketing.
• Success-oriented candidates ready for a professional sales career.
• Strong communication skills are essential.

Responsabilités

• Market financial products using a values-based approach.
• Work alongside marketing staff for client interactions.
• Receive training and technical sales support.

Connaissances

Motivation

Sales orientation

Financial acumen

Formation

Undergraduate or graduate degree in business, marketing, finance, accounting, economics, law or communications

Description du poste

About The Moody Street Group, LLC

The Moody Street Group, LLC, a general agency appointed with OneAmerica Financial, works with a diverse clientele including individuals, business owners, professionals and families. We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth. Our company has offices in Newton, Massachusetts and South Windsor, Connecticut and is actively recruiting new associates.

Qualifications

We are seeking highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential.

Responsibilities

Financial Services Sales Representatives utilize a values‑based approach and primarily market through introductions. They work alongside a marketing staff that handles back‑office work, allowing sales representatives more time to interact with clients.

Reps receive comprehensive and sophisticated training and benefit from technical sales support provided by industry leaders.

Benefits & Compensation

Competitive base and commission structure.

Group benefits, pension plan, tuition reimbursement for professional designations, and access to conferences worldwide.