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Financial Representative

National Financial Network - Guardian · Middleton, MA · National Financial Network

Employment type

Full-time

Work setting

On-site

Location

Middleton, MA

Schedule

Day shift

Posted

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Job overview

The Financial Representative role is a hybrid position based in Middleton, MA. Compensation is not specified for this role, which supports the National Financial Network team. This role exists to help individuals and businesses in the community access financial products and services to protect assets and build wealth. The representative cultivates long-term relationships and creates customized financial strategies for clients.

What you'll do

  • Analyze client financial information, create financial plans, develop a client base, and maintain ongoing relationships.

What we're looking for

Skills & competencies
full-time
day shift
middleton ma
financial representative
finance
insurance
hybrid
entrepreneurial
career growth
mentorship
Work arrangement
  • Weekend coverage required

Benefits & perks

  • Defined Benefit Plan, 401(k) with Match, Roth options, Health and Dental Insurance, Tuition Reimbursement

Why this role

Mentorship and joint-work opportunities provided.

About the employer

National Financial Network - Guardian is hiring for this role. Industry: Direct Property and Casualty Insurance Carriers. Sector: 52.

Additional details

Industry sector
52
Industry
Direct Property and Casualty Insurance Carriers
Occupation code
41-3031.00
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