Client-Focused Financial Advisor

Talentify; Stockton (CA); On-site; USD 60,000 - 95,000; Full time

Job summary

Talentify in Stockton, CA seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and ethically recommend suitable insurance and investment solutions while building lasting client relationships.

The role requires strong interpersonal skills, sales experience, and a license for life and health, with a focus on local market development and community networking.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Experience in financial services or insurance sales preferred.
• Proven ability to influence groups toward a recommended action.
• Strong integrity and compliance with policies.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network with middle-market clients and initiates contact.
• Secures in-person appointments for sales, service, and client retention.
• Prepares for and conducts appointments using consultative practices.
• Sells insurance and investment solutions effectively and ethically.
• Plans and schedules sales, marketing, and service activities weekly.
• Develops local relationships to strengthen the Western & Southern Life brand.
• Maintains client contacts and adapts to evolving financial needs.

Skills

Life & Health license

Sales experience

Interpersonal skills

Client relationship

Education

High School Diploma

Bachelor's Degree

Relevant experience

Job description

Talentify in Stockton, CA seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and ethically recommend suitable insurance and investment solutions while building lasting client relationships.

The role requires strong interpersonal skills, sales experience, and a license for life and health, with a focus on local market development and community networking.