Client Advisor – Athletic Background

Jobtailor; Manhattan Beach (CA); On-site; USD 42,000 - 64,000; Full time

Job summary

Jobtailor is seeking a motivated professional to educate clients on financial planning and insurance options. You will deliver outstanding customer service, build lasting client relationships, and collaborate with a local supportive team.

The role emphasizes clear communication, interpersonal strengths, and a drive to succeed while supporting licensing requirements as needed.

Qualifications

• Bachelor's Degree preferred.
• Strong communication and interpersonal skills required.
• Goal-oriented with a desire to succeed.
• Willingness to obtain licenses, support provided by NM.

Responsibilities

• Educate clients on financial planning and insurance options.
• Provide excellent customer service and build lasting relationships.
• Collaborate with a local supportive team.

Skills

Communication

Interpersonal skills

Customer service

Goal oriented

Relationship building

Education

Bachelor's Degree (preferred)

Job description

Educate clients on financial planning and insurance options.
Provide excellent customer service and build lasting relationships.
Collaborate with a local supportive team.

Requirements

• Bachelor's Degree (preferred)
• Strong communication and interpersonal skills
• Goal-oriented with a desire to succeed
• Willingness to obtain needed licenses, support provided by NM

Core Competencies

Demonstrates expertise in financial planning and insurance education while providing exceptional customer service and fostering strong client relationships. Possesses strong communication and interpersonal skills, with a goal-oriented mindset and a commitment to obtaining necessary licenses.

Highest-signal resume keywords

• Financial Planning
• Insurance Education
• Customer Service
• Communication Skills
• Interpersonal Skills

ATS Optimization Keywords

Soft Skills

• Goal-Oriented
• Relationship Building

Certifications & Qualifications

• Willingness to Obtain Licenses

Industry Keywords

• Financial Planning
• Insurance Options