Sales: Entry Level Financial Services Representative - Boston, Massachusetts - (Boston, MA)

Entry Level Financial Services Representative At Baystate Financial we are committed to providing clients with the holistic wealth and risk management solutions they need. Our Financial Services Representatives manage client relationships every day with that commitment in mind, finding fulfillment in making a difference while pursuing opportunities to learn, grow, and control their own destiny. The unique perspectives, products, and services we deliver embolden our clients to pursue more from life. Principal Responsibilities: Develop and cultivate a client base Continuously market your practice through prospecting and generating referrals Meet clients inside and outside the office conduct to learn about their needs Based on clients needs- sell products that are aligned with the best interest of the client Service and support existing clients needs Actively participate in on- going product and sales training Maintain accurate client records to meet industry compliance Core Competencies required: Business