Client-Focused Financial Advisor: Wealth & Risk Planning

Western & Southern; Cranberry Township (Butler County); On-site; USD 45,000 - 75,000; Full time

Job summary

Talentify in Cranberry Township, PA, is seeking a Financial Representative to educate mid-income clients on risk protection, financial security, and wealth creation; analyze needs and recommend the right financial solutions.

The role involves identifying markets, marketing plans, and traveling to meet prospects; arranging in-person appointments, selling insurance and investment products, and maintaining accurate records, while upholding ethical standards.

Qualifications

• High School Diploma is required.
• Bachelor's Degree preferred.
• Life and health license in the state is required or license application in progress.
• Proven ability to influence a group and drive results.
• Strong work ethic and integrity with regulatory compliance.
• Ability to analyze financial information to meet client objectives.
• Excellent interpersonal skills and relationship-building.
• Willingness to travel within market areas.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network for middle-market clients.
• Schedules in-person appointments for sales, service, and conservation.
• Prepares and conducts appointments following consultative practices.
• Sells insurance and investment solutions effectively.
• Plans weekly sales, marketing, and service activities.
• Develops community relationships to strengthen local presence.
• Maintains client records and communications.

Skills

Client relationship building

Sales aptitude

Communication skills

Goal oriented

Team collaboration

Problem solving

Education

High School Diploma

Bachelor's Degree

Life & Health license (or in process)

Job description

Talentify in Cranberry Township, PA, is seeking a Financial Representative to educate mid-income clients on risk protection, financial security, and wealth creation; analyze needs and recommend the right financial solutions.

The role involves identifying markets, marketing plans, and traveling to meet prospects; arranging in-person appointments, selling insurance and investment products, and maintaining accurate records, while upholding ethical standards.