Financial Advisor for Risk & Wealth Solutions

Talentify; Louisville (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

Talentify seeks a Financial Representative to educate middle-income clients on risk protection and financial planning. You will analyze client needs, propose insurance and investment solutions, and build relationships through local market engagement.

Travel within the Louisville area to meet prospects, conduct appointments, and grow the Western & Southern Life brand presence. Strong communication and compliance with ethics are essential.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Life and health license or licensure application required.
• Valid driver's license and auto insurance required.
• Ability to analyze financial information to meet client objectives.
• Experience influencing groups and achieving goals.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network for middle-market clients and make initial contacts.
• Schedules and conducts in-person appointments for sales, conservation, and service.
• Uses company consultative practices to educate clients and propose suitable solutions.
• Maintains client records and ensures compliance with policies and regulations.

Skills

Strong work ethic

Interpersonal skills

Financial analysis

Goal setting

Team collaboration

Client contact strategy

Sales experience

Communication skills

Education

High School Diploma

Bachelor's Degree

Job description

Talentify seeks a Financial Representative to educate middle-income clients on risk protection and financial planning. You will analyze client needs, propose insurance and investment solutions, and build relationships through local market engagement.

Travel within the Louisville area to meet prospects, conduct appointments, and grow the Western & Southern Life brand presence. Strong communication and compliance with ethics are essential.