Financial Advisor/Agent

KOHR Financial & Insurance Services; Mission Viejo (CA); On-site; USD 60,000 - 110,000; Full time

Job summary

KOHR Financial & Insurance Services in Mission Viejo, CA seeks a Financial Advisor or Investment Advisor Representative to join our team. We will provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals.

You will build relationships with clients, assess financial situations, and develop and implement strategies, while reviewing progress and guiding on investments and insurance throughout clients' lives.

Qualifications

• Experience in insurance, investments, or related fields.
• Strong analytical and communication skills.
• Ability to build and maintain client relationships.
• Proficient with computers and software applications.

Responsibilities

• Build connections and establish relationships with new clients.
• Assess clients' assets and liabilities to align with goals.
• Gather information reflecting clients' visions for the future.
• Research and develop investment and insurance strategies.
• Implement financial and insurance products to support objectives.
• Provide ongoing guidance on investments and insurance decisions.

Skills

Relationship building

Financial analysis

Investment knowledge

Insurance products

Communication skills

Tools

CRM software

Spreadsheet tools

Financial planning software

Job description

We seek a Financial Advisor or Investment Advisor Representative to join our team! We will provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals.

Responsibilities:

• - Build connections and establish relationships with new clients.
• - Assess clients' assets, liabilities, and overall financial situations to align them with their goals and desires.
• - Gather information that reflects clients' visions for the future.
• - Research and develop strategies to achieve those visions.
• - Implement financial and insurance products that support the client's overall objectives.
• - Periodically review progress with the client as needed.
• - Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives.

Qualifications:

• Prior experience in insurance, investments, banking, finance, or related fields is essential.
• Proficiency in computer skills and various software programs is also required.
• A good understanding of different investment products and services is necessary.
• It is also essential to be able to build strong relationships with clients.
• Additionally, candidates should demonstrate strong analytical and critical thinking skills and exceptional written and verbal communication abilities.