Sales Support

As your business partner, everything we do has a single goal: to contribute to your success.

Each OBS Financial client is supported by a team of experienced professionals, led by a dedicated Relationship Manager with consultative capabilities who will help you grow your business effectively and efficiently. All of our Relationship Managers have extensive industry knowledge and experience. In addition, our Client Service team – located at our home office – acts as your primary point of contact for resolving issues, providing customized marketing materials and competitive analyses, training, and education. It’s our mission to work together – with our  clients and each other – to provide investment solutions that increase our business partners’ financial success. Toward that end, it’s our shared belief that we can make a difference in people’s lives.

Contact our Client Service Team for more information: