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The Atlantic District

Agent

Career Insights for Personal Financial Advisor (General)

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What they do

A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.

$118,550 / year median in Massachusetts

+7% projected growth

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Job Description

Job Overview At The Atlantic District, we believe that insurance is about more than just policies; it is about providing a safety net for the people and businesses that keep our community moving. Based in the heart of Worcester, we have cultivated a workplace where your daily efforts directly impact the lives of your neighbors. We are looking for an energetic and approachable Agent to join our growing team. You will not just be selling a product; you will be acting as a consultant who helps others plan for the unexpected. We offer a space where your voice is heard, your professional development is supported, and your unique approach to building relationships is welcomed. If you enjoy connecting with people, value integrity, and are looking for a place where you can build a stable and meaningful career, we invite you to reach out. We take pride in our inviting office culture and our dedication to keeping our clients at the center of everything we do. We are excited to meet you and explore how your talents can help us continue our tradition of excellence in the Massachusetts insurance market.
Salary Range:
$220,000.00 - $250,000.00 per year Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Dental Insurance Vision Insurance Life Insurance Flexible Schedule Health Insurance Disability Insurance Mon-Fri Schedule Hands on Training Parental Leave Career Growth Opportunities Retirement Plan Requirements Active Massachusetts Property & Casualty producer license. Demonstrated history of success in sales roles or client advisory positions. Strong comfort level with digital policy management software and Microsoft Office suite. Clear and articulate verbal communication skills for client consultations. Familiarity with the Worcester area and local market dynamics. Background in building a referral-based client pipeline. Responsibilities Guide individuals and families through selecting coverage options that provide genuine peace of mind. Conduct thorough reviews of existing policies to ensure clients are protected against modern risks. Manage your own calendar to facilitate consistent outreach and follow-up with prospective policyholders. Maintain accurate documentation of client interactions within our internal database. Participate in local community initiatives to strengthen our brand presence in Worcester. Collaborate with our office team to streamline the onboarding experience for new clients. About Us The Atlantic District is a dynamic and growth-driven division of one of the nation's most trusted insurance and financial services organizations. We partner with dedicated professionals to build thriving insurance agencies that deliver exceptional protection and financial confidence to individuals, families, and businesses throughout the Atlantic region. We operate with urgency, purpose, and a commitment to excellence — empowering passionate, impact-oriented leaders to transform their ambitions into sustainable business success. As part of our team, you'll work with seasoned mentors, proven systems, and a supportive community that values integrity, service, and long-term growth.