Client-Focused Financial Advisor

Talentify; Dover (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Talentify is seeking a Financial Representative in the Dover, OH area to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze client needs, propose appropriate financial solutions, and maintain ongoing client relationships while adhering to ethical standards.

The role involves identifying markets, traveling for prospecting, and meeting with clients to deliver tailored insurance and investment advice and services.

Qualifications

• High School Diploma - Required.
• Bachelor's Degree - Preferred.
• Relevant experience - Preferred.
• Proven ability to influence groups toward a recommended action - Preferred.
• Integrity and compliance with ethics and privacy policies - Required.
• Life and health license or license application by hire - Required.
• Driver's license and auto insurance minimums - Required.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel within markets to prospect and network for middle-market clients.
• Schedule and conduct in-person appointments for sales, service, and conservation.
• Sell insurance and investment solutions following consultative practices.
• Plan and schedule weekly sales, marketing, and service activities.
• Develop relationships to strengthen local brand presence.
• Maintain client records and payments accurately and timely.
• Ensure licensing requirements for life and health are met.

Skills

Communication

Sales ability

Networking

Market prospecting

Client meetings

Ethics & compliance

Assertiveness

Education

Bachelor's degree

High School Diploma

Job description

Talentify is seeking a Financial Representative in the Dover, OH area to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze client needs, propose appropriate financial solutions, and maintain ongoing client relationships while adhering to ethical standards.

The role involves identifying markets, traveling for prospecting, and meeting with clients to deliver tailored insurance and investment advice and services.