Client Advisor, Athletic Background

Jobtailor; Champaign (IL); On-site; USD 55,000 - 85,000; Full time

Job summary

Jobtailor in Champaign, IL is seeking a client‑focused financial advisor to understand clients' financial protection and planning goals and design tailored strategies. You will engage with clients, provide personalized guidance, review plans, and foster referrals through community involvement.

The role emphasizes strong communication, relationship building, and analytical skills, with training provided for state insurance licenses and sponsorship considered where applicable.

Qualifications

• Bachelor's degree in finance, business, or 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 to obtain state insurance licenses, with training provided and sponsorship considered.

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 that safeguard clients' assets, income, and overall financial well‑being.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a robust network of clients through referrals, active community involvement, and professional associations.

Skills

Interpersonal communication

Communication skills

Analytical skills

Relationship building

Networking

Education

Bachelor's degree in finance, business, or related

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 that safeguard clients' assets, income, and overall financial well‑being
• Regularly review and update clients' financial plans and insurance policies
• 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
• Prior 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 to obtain state insurance licenses, with training provided and sponsorship considered