Financial Advisor: Insurance & Wealth Solutions

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

Job summary

Talentify invites a Financial Representative to educate middle-income clients on risk protection, wealth creation, and financial security. You will analyze needs, recommend suitable financial solutions, and ethically guide clients through the sales process.

Responsibilities include prospecting, scheduling appointments, maintaining records, and staying compliant with company standards while building community relationships and ongoing professional development.

Qualifications

• High School Diploma is required.
• Life and health license for the state of hire or proof of exam and licensure application submitted.
• Life and health license must be obtained within 30 days of hire.

Responsibilities

• Identifies market(s) and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network with middle-market clients.
• Schedules in-person appointments for sales, conservation, and service.
• Represents Western & Southern Life using consultative practices.
• Effectively sells insurance and investment solutions and plans weekly activities.
• Develops community relationships to grow local brand presence.
• Maintains client records and ensures timely payments.

Education

High School Diploma

Bachelor's Degree

Job description

Talentify invites a Financial Representative to educate middle-income clients on risk protection, wealth creation, and financial security. You will analyze needs, recommend suitable financial solutions, and ethically guide clients through the sales process.

Responsibilities include prospecting, scheduling appointments, maintaining records, and staying compliant with company standards while building community relationships and ongoing professional development.