Skip navigation
Financial Services Representative - Retirement Services Team

Financial Services Representative - Retirement Services Team

Apply Now


Applications Submitted
for this Position
Most Common Years
of Experience
is the most
common degree type

Job Description

Financial Services Representative - Retirement Services Team

Company Description

AspenCross Financial Group (AFG) is one of the area's largest insurance, financial services, and investment management firms serving over 36,000 clients throughout the Northeast. With thousands of existing clients now in, and or approaching retirement, the firm's Retirement Services Team is looking to add a handful of bright, ambitious, self starters to join its quickly expanding team.

Position Description

Financial Services Representatives in the firm's Retirement Services Team will work with the firm's existing pre or post retirement clientele in providing personalized client service by assisting them in meeting their retirement income, investment, and risk management goals.

Although this is not a commissioned position, and you will receive a competitive base pay, plus potential quarterly performance & profitability bonuses linked to results, having exceptional consultative sales and presentation skills are required. 

As a member of the Retirement Services Team you will be responsible for driving sales growth by reaching out to clients and scheduling virtual and face to face meetings in their homes, place of business, and/or at our corporate offices to review their existing accounts/policies with the company, update their financial information, and provide ongoing guidance with their retirement, insurance, asset protection and investment management needs, and estate transfer objectives.

Compensation & Benefits
  • Short & Long-Term Disability (STD/LTD)
  • Health Care Spending Account (HSA)
  • 401(k) Dollar Match
  • Group Health, Dental, Vision
  • Group Life Insurance

Job Requirements

Key Qualifications

  • Ability to manage a large pipeline of clients
  • Have a professional presence
  • Extreme attention to detail
  • Tech Savvy
  • Strong communication, consultative selling and relationship building skills
  • Self directed: able to multi-task, prioritize and meet aggressive sales and client service goals and expectations
  • Ability to work in a high energy, performance driven culture

Education and Experience Requirements

  • BA/BS Degree or Equivalent Professional Experience and Success
  • MA Producer’s (Life, Accident & Health) License (Will Sponsor)
  • NASD Series 6, 63 or 7 Registration (Will Sponsor)


Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals in this position. They are not intended to be an exhaustive list of responsibilities, duties and skills.

Whether you are a recent college graduate, someone thinking about a potential career change or a new financial services professional, the FSR position can be a great way to begin a rewarding career as a Financial Advisor. When choosing to start or re-launch your financial advisor career with AspenCross Financial Group - you will be working with people who truly care about you and your success.




Securities and Investment Advisory Services offered through Signator Investors, Inc., Member FINRA, SIPC, a Registered Investment Advisor. AspenCross Financial Group is independent of Signator Investors, Inc. One Technology Drive, Westborough, MA 01581


Signator and AspenCross Financial Group are strongly committed to diversity and equal opportunity.  


Job Snapshot

Base Pay $36,000.00 - $52,000.00 /Year
Other Pay Plus Bonus
Employment Type Full-Time
Job Type Finance, Sales, Insurance
Education 4 Year Degree
Experience Not Specified
Manages Others No
Industry Banking - Financial Services, Sales - Marketing, Insurance
Required Travel Not Specified
CareerBuilder Tip:
For your privacy and protection, when applying to a job online, never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction. Learn more.

By applying to a job using you are agreeing to comply with and be subject to the Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.

Financial Services Representative - Retirement Services Team

Enter notes about this job: