Financial Services Professional
Company: Charter Oak Financial
Location: Norwalk
Posted on: February 17, 2026
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Job Description:
Job Description Job Description You’ll be in business for
yourself, but never by yourself: Our culture of success focuses on
the unique abilities every one of our associates brings to the
table, develops you to your utmost potential, and is driven by our
mission to create authentic relationships that redefine
possible.customize your CAREER ABOUT THE RIGHT CANDIDATERegardless
of past experience, our ideal candidate possesses four key
traits:•Cultural Fit: We are creative, inclusive and collaborative.
How well would you work in this type of environment?•Unique
Ability: This is one or two very obvious strengths an individual
has. One essential unique ability we look for in this business is
someone’s skill in meeting with people and wanting to help them.
What unique ability would you bring to your business?•Drive: How
hard are you willing to work to become successful?•Integrity:
Demonstrated honesty and desire to do the right thing—always. ABOUT
THE CAREERIn this role, you’ll help clients make good financial
decisions for the long term while you enjoy the freedom,
flexibility and growth opportunity of running your own business.
RESPONSIBILITIES INCLUDE•Prospecting for clients through networking
and referrals•Developing and maintaining long-term relationships
with clients•Providing financial solutions for clients through fact
gathering and needs analyses•Expanding personal knowledge and
skills through ongoing professional development and joint work with
fellow associates PROFESSIONAL DEVELOPMENT RECOGNITION•Holistic
training program for all levels•Product, marketing, compliance and
technology support at both the agency level and the corporate
level•Unlimited income potential•Recognition and rewards for
performance, productivity and leadership Baseline educational
requirements include a bachelor’s degree, and the ability to
acquire a life and health license.
Keywords: Charter Oak Financial, Portland , Financial Services Professional, Sales , Norwalk, Maine
