Financial Advisor

About the role

The Moody Street Group, LLC, a general agency of OneAmerica Financial, seeks to assist clients in achieving their financial goals through a variety of products and services. They are currently recruiting experienced individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law, or communications.

Responsibilities

• Utilize a values-based approach to market primarily by introduction.
• Benefit from a comprehensive and sophisticated training program provided by the marketing team.
• Receive technical sales support from professional career associates who are leaders in the industry.

Requirements

• Undergraduate or graduate degree in business, marketing, finance, accounting, economics, law, or communications.
• Highly motivated and success-oriented.

Qualifications

• Strong interpersonal and communication skills.
• Ability to build relationships and effectively communicate financial concepts to clients.

Skills

• Proficiency in financial planning and analysis.
• Knowledge of insurance products and services.
• Excellent organizational and time management skills.

Benefits

• Group benefits.
• Pension plan.
• Tuition reimbursement for professional designations and conferences.

Pay

Competitive compensation is offered.

Schedule

Flexible schedule to accommodate client needs.

Location

Offices located in Newton, Massachusetts and South Windsor, Connecticut.