Financial Advisor: Insurance & Wealth Solutions

Talentify; Grand Rapids (MI); On-site; USD 50,000 - 80,000; Full time

Job summary

Talentify in Grand Rapids, MI is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable insurance and investment solutions while acting ethically and in the client's best interest.

The role involves marketing, meeting with prospects, building local relationships, and maintaining accurate client records.

Qualifications

• HS diploma required; bachelor’s degree preferred.
• Relevant experience preferred.
• Must have or pursue life and health license; licensure within hire state or after passing exam.

Responsibilities

• Identify markets and develop plans to sell insurance and investment solutions.
• Prospect and network with middle-market clients across markets.
• Schedule in-person appointments for sales, service, and retention.
• Present offerings using consultative practices and processes.
• Sell insurance and investment solutions effectively.
• Plan and manage weekly sales, marketing, and service activities.
• Build local brand presence and cultivate community relationships.
• Maintain client contacts and records accurately and timely.
• Travel and work in various settings as required; comply with policies.

Skills

Licensing (Life & Health)

Sales experience

Relationship building

Goal setting

Team collaboration

Analytical skills

Ethical conduct

Education

High School Diploma

Bachelor's Degree

Job description

Talentify in Grand Rapids, MI is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable insurance and investment solutions while acting ethically and in the client's best interest.

The role involves marketing, meeting with prospects, building local relationships, and maintaining accurate client records.