Client Advisor

Jobtailor; West Palm Beach (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor in Florida seeks a financial advisor to assess clients' needs and design personalized plans for protection and income security.

You will deliver tailored strategies, review policies, and expand the client base through referrals and networking. A Bachelor’s degree is preferred, and licensing is required with potential sponsorship.

Qualifications

• Bachelor’s degree in finance, business, or related field.
• Experience in insurance or financial services is beneficial but not required.
• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Ability to build lasting client relationships.
• State insurance licenses required (training sponsorable).

Responsibilities

• Engage with clients to understand their comprehensive financial needs.
• Provide personalized guidance to help clients achieve their financial protection and planning goals.
• Design and implement tailored strategies safeguarding clients' assets, income, and overall financial well‑being.
• Regularly review and update clients' financial plans and insurance policies accordingly.
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Client relationship building

Education

Bachelor’s degree in finance, business, or related field

Job description

Responsibilities

• Engage with clients to understand their comprehensive financial needs
• Provide personalized guidance to help clients achieve their financial protection and planning goals
• Design and implement tailored strategies safeguarding clients' assets, income, and overall financial well‑being
• Regularly review and update clients' financial plans and insurance policies accordingly
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations

Requirements

• Bachelor’s degree in finance, business, or a related discipline preferred
• Experience in insurance, financial services, or business development is beneficial, but not mandatory
• Excellent interpersonal and communication abilities
• Strong analytical skills
• Capability to build lasting client relationships
• Required state insurance licenses (training and sponsorship considered)

Core Competencies

Demonstrates expertise in financial planning and client relationship management, with a focus on personalized strategies for asset protection and income security. Holds required state insurance licenses and possesses strong analytical and communication skills to effectively engage with clients.

Certifications & Qualifications

• State Insurance Licenses