Client Advisor – Athletic Background

Jobtailor; Fairfield (CT); On-site; USD 65,000 - 110,000; Full time

Job summary

Jobtailor in Connecticut seeks a Client Financial Advisor to understand clients' comprehensive financial needs and provide personalized guidance for protection and planning goals.

You will design tailored strategies to safeguard assets, review plans and insurance policies, and grow a network through referrals and community involvement; willingness to obtain state licenses is encouraged.

Qualifications

• Bachelor's degree in finance, business, or related discipline preferred.
• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Ability to build lasting client relationships.
• Experience in insurance, financial services, or business development is beneficial but not mandatory.
• Willingness to obtain state insurance licenses.

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 to safeguard clients' assets and income.
• Regularly review and update client’s financial plans and insurance policies.
• Cultivate a robust network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication

Analytical skills

Relationship building

Networking

Education

Bachelor's degree in finance, business, or related discipline

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 to safeguard clients' assets and income
• Regularly review and update client’s financial plans and insurance policies
• Cultivate a robust network of clients through referrals and community involvement

Requirements

• Bachelor's degree in finance, business, or a related discipline preferred
• Excellent interpersonal and communication abilities
• Strong analytical skills
• Ability to build lasting client relationships
• Experience in insurance, financial services, or business development is beneficial but not mandatory
• Willingness to obtain state insurance licenses