Financial Services Representative

Job Description

Financial Services Representative
The Moody Street Group, LLC – OneAmerica Financial

The Moody Street Group, LLC, a general agency of OneAmerica Financial, provides financial strategies and solutions to individuals, families, and business owners. We work closely with clients to help them evaluate financial goals, manage risk, and implement long-term planning strategies.

We are currently seeking a Financial Services Representative to join our team.

Role Overview

This position focuses on developing client relationships and providing financial solutions tailored to individual needs. Representatives work directly with clients to understand objectives, present appropriate strategies, and deliver ongoing service and support.

Key Responsibilities

• Develop and maintain relationships with prospective and existing clients
• Conduct client meetings to assess financial objectives and needs
• Present financial products and planning strategies
• Provide ongoing client service and