Entry-Level Financial Representative

Join Eastern Advisory Group as an Entry-Level Financial Representative and step into a role where your career can truly flourish. You'll be part of a team backed by over 175 years of stability, working with a Fortune 500 company recognized by Forbes as one of America's Best Insurance Companies. Our mission-driven culture—"Do good. Be good. Make good."—is at the core of everything we do, ensuring you’re part of a supportive environment that values growth and development. With comprehensive training and mentorship, you’ll not only learn the ropes of finance but also have the chance to make a meaningful impact in the lives of clients. If you're ready to take the first step in an exciting finance career, we're here to support your journey.

Compensation: $90,000 OTE

Qualifications

• Experience in customer service or client-facing roles, showcasing your ability to build trust and rapport.
• Ability to communicate complex financial concepts clearly and effectively to diverse audiences.
• Proven track record of working collaboratively within a team to achieve shared goals.
• Strong analytical skills to interpret financial data and market trends, aiding in informed decision-making.
• Eagerness to learn and adapt, with a commitment to ongoing professional development and training.
• Demonstrated ability to manage time efficiently, balancing multiple tasks and priorities.
• Familiarity with financial products and services, with a willingness to expand your knowledge base further.

Responsibilities

• Engage with clients to understand their financial goals and provide tailored advice to help them achieve these objectives.
• Collaborate with senior team members to develop comprehensive financial plans that align with client needs and company standards.
• Stay informed about industry trends and regulatory changes to ensure compliance and provide up-to-date advice.
• Assist in the preparation and presentation of financial reports, ensuring accuracy and clarity for clients and stakeholders.
• Participate in ongoing training and development programs to enhance your financial knowledge and skills.
• Foster strong relationships with clients by maintaining regular communication and providing exceptional customer service.
• Support the team in identifying new business opportunities and contribute to the growth of client base through referrals and networking activities.