Financial Services Representative/Financial Advisor
- The Moody Street Group
- Newton MA 02466
- Jul 20, 2026
Job Description
Provide information/education to clients about the purpose and details of financial products, services and strategies
- Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
- Contact clients periodically to determine if there have been changes in their financial status
- Assist with current client service calls and outbound service calls
About The Moody Street Group
The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and
business owners. The Mission of the Moody Street Group, LLC, is to assist clients in reaching their personal and business goals and helping to secure their financial future with appropriate financial services based on their needs and values. Our associates are carefully trained and have backup and support, both locally and nationally, in each of our products and services. We are an organization committed to excellence in serving our clients with Creative Values-Based Financial Strategies