Financial Services Representative

About the role

The Moody Street Group, LLC, a general agency of The Companies of OneAmerica®, assists clients in achieving financial objectives through a variety of products and services. They are currently seeking experienced and motivated individuals to join their team.

Responsibilities

• Utilize a values-based approach to market primarily by introduction
• Work closely with a marketing staff that handles back-office tasks, freeing up time for client interaction
• 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
• Professional sales career with excellent income potential

Qualifications

• Strong communication skills
• Ability to build relationships and effectively communicate financial concepts
• Self-motivated and able to work independently

Skills

• Excellent interpersonal and communication skills
• Ability to build and maintain strong client relationships
• Proficiency in financial planning and analysis

Benefits

• Group benefits
• Pension plan
• Tuition reimbursement for professional designations and conferences
• Opportunities to travel to worldwide locations for conferences

Pay

Competitive compensation is offered.

Schedule

Flexible schedule to accommodate client needs.