Financial Representative

Company Profile

Founded in 1994, The Bulfinch Group is a financial services firm headquartered at 160 Gould Street in Needham, MA. The Bulfinch Group focuses on wealth accumulation, preservation and distribution through the specialized practice of personal financial economics. The Bulfinch Group also operates Bulfinch Benefits, a division devoted to succession planning for smaller, privately held businesses, and employee benefits, including 401(k) plans and group medical, dental and life insurance, for businesses of all sizes.

Job Description

At The Bulfinch Group (www.bulfinchgroup.com), we expect and reward forward thinking and creativity. We encourage our Financial Representatives to explore their unique marketplace, and we work with each associate to provide the knowledge and experience they need to succeed. If you are a motivated businessperson who seeks the privileges of autonomy with the benefits of being a part of a dynamic organization, now is the time to explore a career at The Bulfinch Group.
The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, New York.

Responsibilities
• Provide sound financial recommendations to insure financial security for clients, and possess the capability to move clients to take action and implement said recommendations.
• Act as an advocate for your clients; commitment to enhance, enrich and serve client base.
• Learn and implement existing client resource tools, and employ cutting edge financial strategies to grow and develop long lasting, value based client relationships.
• Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire above average skill and knowledge of all financial products and services where applicable to changing economic conditions and market shifts.
• Expand a business practice by use of effective prospecting and referral based strategies, as well as identifying and cultivating new client relationships within a targeted market niche.
• Learn best-selling skills practices and/or willingness to improve/develop existing sales skills

Requirements

To be a Financial Representative is to be passionate about people and their financial betterment. Successful Financial Representatives at our firm have a drive to contribute rather than simply a drive to succeed. They cultivate relationships easily and thrive on them.
Four key personality traits define a successful Financial Representative:
• The DRIVE to be an entrepreneur, to stay motivated, to contribute to your client’s wealth and happiness;
• The POISE to weather the ups and downs of owning your own business (it takes 3-5 years to build any business, including this one;)
• A SOCIABILITY that transcends stereotypes, yet is targeted to a specific client that you define;
• An AUTHENTICITY that shows itself in your own belief in, and ownership of, the products and services you are providing

Education & Experience
• Entrepreneurial minded with a strong work ethic
• Desire to help others manage and achieve financial security
• Highest level of integrity, ethics & trustworthiness
• Above average communication skills including great presentation ability
• Strong interpersonal and relationship building skills with a focus in identifying problems and developing strategies
• Basic computer skills
• Affinity for education and professional development
• Goal oriented with a commitment to personal growth
• Willingness to obtain certain recognized industry professional designations as a commitment to professional development
• Have or will secure a series 6, series 7, and series 63 as well as State Life and Health Exams

More helpful info: www.dadomatch.com/job

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