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Financial Representative
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Financial Representative

Job Snapshot

Other Pay Competetive Base + Bonus + Benefits + Training Allowance
Employment Type Full-Time
Job Type Finance, Sales, Insurance
Education 4 Year Degree
Experience Not Specified
Manages Others Not Specified
Industry Securities, Banking - Financial Services, Insurance
Required Travel Not Specified

Job Description

At The Bulfinch Group (, 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.


Job 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

The Bulfinch Group is a General Agency of The Guardian Life Insurance Company of America, New York, New York.

Guardian has an industry leading compensation package that includes:   
  •   Base Salary
  •   Commission
  •   Residual
  •   Pension and 401k with Match
  •   Excellent Medical

The Average Earnings of the Top Representatives in 2012:    

  •  Top 1000 (33%) = $282,679
  •  Top 500 (17%) = $417,410
  •  Top 50  (2%)= $1,131,588

The average earnings of a Guardian Financial Representative are among the highest in the industry.


Success Rate. The success rate of Guardian Financial Representatives has been at the top of the industry over the last five years. In 2011, the success rate was about three times better than the average competitor.1 After five years, 90% of our Representatives choose to stay with Guardian suggesting that when you become a Guardian Financial Representative you will experience tremendous job satisfaction, well beyond that which is found in many other careers.

Job 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 and 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

*We welcome applications from both the Experienced and Inexperienced in the financial industry.

160 Gould Street, Suite 310, Needham MA 02494
300 Ledgewood Place, Suite 105, Rockland, MA 02370
Now opening our newest location in East Greenwich, RI!

Key words: financial representative, financial advisor, certified financial planner, CFP, CLU, ChFC, financial services representative, stock broker, financial products, financial sales, FINRA, LIMRA, NAIFA, PAS, series 6, series 7, series 63, 65, 66, life and health license, uncapped commission, investment management, life insurance, asset management, wealth management, estate planning, estate-planning, retirement planning, reputable, trustworthy, ethical, entrepreneur, entrepreneurial, coachable, committed, driven, self-starter, self-motivator, leader, involved, community involvement, poised, passionate, professional, work-life balance, income potential, career satisfaction, job satisfaction, autonomy, success, impact, support, collaborate, build relationships

1 LIMRA Agent Production and Retention Report, 2011(published November 2012).

Source Code: 210240
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Financial Representative

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