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Financial Services Professional

Charter Oak Financial · Norwalk, CT

Employment type

Full-time

Work setting

On-site

Location

Norwalk, CT

Schedule

Day shift

Posted

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Job overview

The Financial Services Professional is an onsite role located in Norwalk, CT. Compensation is not specified, and this position supports the agency operations of Charter Oak Financial. This role exists to help clients make long-term financial decisions while allowing the professional to run their own business. The professional contributes to the agency by prospecting for clients, building relationships, and providing tailored financial solutions.

What you'll do

  • Prospect for clients, develop long-term relationships, provide financial solutions through needs analysis, and participate in professional development.

What we're looking for

Skills & competencies
full-time
day shift
norwalk ct
financial services
insurance
sales
business development
onsite
finance
professional
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Holistic training program, marketing support, and unlimited income potential.

Why this role

Unlimited income potential and holistic training program.

About the employer

Charter Oak Financial is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.

Additional details

Industry sector
52
Industry
Insurance Agencies and Brokerages
Occupation code
41-3091.00
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