Location: West Hartford,CT, USA
Why Choose Baystate Financial for Your Career Path? In today's intricate industry, there is a demand for a diverse set of specialized skills that only a few financial professionals possess individually. Baystate Financial recognizes the importance of prioritizing YOU as the client and offers the necessary product and sales support to optimize your time spent with clients. As a financial professional at Baystate Financial, your main focus will revolve around comprehensive financial planning, encompassing investments, insurance, and addressing your clients' entire financial landscape. You will develop tailored financial plans that cater to each client's specific needs, considering potential life changes and evolving financial requirements. Additionally, you will assist clients in implementing recommended financial strategies, such as life insurance, savings plans, mutual funds, and other relevant products. What you get! • No experience is needed, we will fully train you with a road-to-success roadmap. We will reimburse you for any study materials and licensing. • Potential earnings; If you follow the roadmap you can potentially earn anywhere from $80,000 - $100,000 annually Our work environment requires an occasional in-office presence, so candidates must be local to Plymouth, Massachusetts. WEBSITE SOCIAL MEDIA Responsibilities: • Client Acquisition and Marketing • Discovery • Case Development and Analysis • Financial Plan Presentation • Implementation • Ongoing Service Qualifications: • A Bachelor's degree in finance, business administration, or an alternate related analytical field is preferred Compensation: $80,000 - $100,000+ at plan commission
• Client Acquisition & Marketing • Discovery • Case Development & Analysis • Financial Plan Presentation • Implementation • Ongoing Service