Financial Advisor - Insurance & Wealth Solutions

Talentify; Columbus (IN); On-site; USD 45,000 - 75,000; Full time

Job summary

Talentify is seeking a Financial Representative to educate clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable financial solutions with a focus on ethical, client-centered service.

The role involves meeting with middle-income clients, developing marketing plans, and building relationships within the community to grow the business in Columbus, IN. Strong communication and licensure readiness are essential.

Qualifications

• Must have a life and health license for the state or be in process of licensure.
• Ability to analyze financial information to meet client objectives.
• Strong work ethic and goal-driven performance.
• Excellent interpersonal and relationship-building skills.
• Ability to lead client contact strategies and identify opportunities.

Responsibilities

• Identify markets and develop a marketing plan to sell insurance and investment solutions.
• Travel throughout markets to prospect and network for middle-market clients.
• Contacts and secures in-person appointments for sales, conservation, and service.
• Effectively sell insurance and investment solutions.
• Maintain client records and comply with company policies.

Skills

Sales prospecting

Client relationships

Networking

Communication

Integrity/compliance

Education

Bachelor's Degree

High School Diploma

Job description

Talentify is seeking a Financial Representative to educate clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable financial solutions with a focus on ethical, client-centered service.

The role involves meeting with middle-income clients, developing marketing plans, and building relationships within the community to grow the business in Columbus, IN. Strong communication and licensure readiness are essential.