Financial Advisor for Middle-Market Clients

Talentify; Ontario (OH); On-site; USD 45,000 - 75,000; Full time

Job summary

Talentify seeks a Financial Representative in Mansfield OH/Ontario to educate middle-income clients on risk protection, financial security, and wealth creation. The role involves assessing needs and recommending suitable financial solutions while upholding ethical standards.

The position requires prospecting, scheduling in-person client meetings, and applying consultative practices to grow relationships, with emphasis on integrity and compliance.

Qualifications

• High School Diploma is required.
• Bachelor's Degree is preferred.
• Experience influencing a group to a recommended action is preferred.
• Strong integrity and compliance with ethics and regulations are required.
• Proven work ethic and results-driven mindset are required.
• Demonstrated ability to work with teams of varying experience levels is preferred.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investments.
• Travels to prospect and network with middle-market clients.
• Secures in-person appointments for sales, service, and retention.
• Prepares for and conducts appointments using consultative practices.
• Sells insurance and investment solutions effectively.
• Plans and schedules weekly sales, marketing, and service activities.
• Builds the Western & Southern Life brand locally through community outreach.
• Maintains client contacts to address evolving financial needs.
• Engages in ongoing professional development to improve skills.

Skills

Sales experience

Communication skills

Integrity

Teamwork

Client relations

Education

High School Diploma

Bachelor's Degree

Job description

Talentify seeks a Financial Representative in Mansfield OH/Ontario to educate middle-income clients on risk protection, financial security, and wealth creation. The role involves assessing needs and recommending suitable financial solutions while upholding ethical standards.

The position requires prospecting, scheduling in-person client meetings, and applying consultative practices to grow relationships, with emphasis on integrity and compliance.