Client-Focused Financial Solutions Advisor

Western & Southern Financial Group; Stockton (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services company based in Stockton is seeking a Financial Representative to meet the needs of middle-income clients by providing risk protection and financial solutions. You will be responsible for developing marketing plans, securing appointments, and maintaining client relationships. Ideal candidates have strong integrity, work ethic, and interpersonal skills, with a preferred college degree. This position requires a valid driver's license and the ability to work flexible hours.

Qualifications

• High level of integrity.
• Strong work ethic and willingness to work evenings and weekends.
• Effective communication skills including listening, speaking and writing.

Responsibilities

• Develop marketing plans to identify and engage clients.
• Prospect and secure appointments with clients.
• Maintain personal contact with clients to meet their financial needs.

Skills

Interpersonal skills

Communication skills

Analytical ability

Networking skills

Integrity

Work ethic

Education

High school diploma or equivalent

College degree preferred

Tools

Word processing applications

Spreadsheet applications

Internet and email

Job description

A financial services company based in Stockton is seeking a Financial Representative to meet the needs of middle-income clients by providing risk protection and financial solutions. You will be responsible for developing marketing plans, securing appointments, and maintaining client relationships. Ideal candidates have strong integrity, work ethic, and interpersonal skills, with a preferred college degree. This position requires a valid driver's license and the ability to work flexible hours.