Entry Level Sales Representative

Jobtailor; New York (NY); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in New York seeks a capable Financial Planner to craft personalized financial plans including investments, insurance, and retirement strategies. You will engage with clients to understand goals and risk tolerance, then translate insights into comprehensive, actionable plans.

Responsibilities include recommending insurance solutions, monitoring plans, and adjusting strategies as needed. You will build a network through referrals and professional associations, maintaining trust and

Qualifications

• Bachelor's degree preferred, not required
• Experience in financial services or business development beneficial but not required
• Strong interpersonal and communication skills
• Analytical thinking
• Ability to build trust and rapport with clients
• Licenses such as Series 6, 63, and state insurance licenses; training and sponsorship available

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans that include investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed
• Build and maintain a network of clients through referrals, community involvement, and professional associations

Skills

Financial Planning

Investment Planning

Retirement Planning

Insurance Knowledge

Client Monitoring

Education

Bachelor's degree

Series 6 License

Series 63 License

State Insurance License

Job description

• Engage with clients to understand their financial goals, aspirations, and concerns
• Develop comprehensive financial plans that include investments, insurance, and retirement
• Recommend and implement insurance strategies to protect clients' assets and income
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed
• Build and maintain a network of clients through referrals, community involvement, and professional associations

Requirements

• A bachelor's degree is preferred, but not required
• Previous experience in financial services, insurance or business development is beneficial but not required
• Strong interpersonal and communication skills
• Analytical thinking
• Ability to build trust and rapport with clients
• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Core Competencies

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to build trust and rapport. Proficient in monitoring and adjusting financial strategies to align with clients' goals and aspirations.

Highest-signal resume keywords

• Financial Planning
• Insurance Strategies
• Client Engagement
• Analytical Thinking
• Interpersonal Skills

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Investment Planning
• Retirement Planning
• Insurance Knowledge
• Client Monitoring

Soft Skills

• Communication Skills
• Trust Building
• Rapport Development

Certifications & Qualifications

• Series 6 License
• Series 63 License
• State Insurance License

Industry Keywords

• Financial Services
• Business Development
• Client Referrals
• Community Involvement
• Professional Associations