Financial Advisor — Risk Protection & Wealth Creation

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

Job summary

The Financial Representative position in Cincinnati, OH requires educating clients on risk protection, financial security, and wealth creation, and selling corresponding financial solutions. The role focuses on meeting middle-income clients' needs and maintaining strong client relationships.

Responsibilities include market outreach, scheduling in-person appointments, and using consultative practices to drive sales and ongoing service.

Qualifications

• Must have or be pursuing life and health license for the state where the agency operates.
• Must possess life and health license within 30 days of hire.
• Reliable transportation and valid driver's license as required by state law.
• Experience in insurance and investment sales preferred.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels the market to prospect and network with middle-market clients.
• Sells insurance and investment solutions to clients in an ethical, client-focused manner.
• Prepares for and conducts appointments using consultative practices and processes.

Skills

Interpersonal skills

Communication skills

Sales ability

Analytical thinking

Teamwork

Integrity

Result oriented

Education

High School Diploma

Bachelor's Degree

Job description

The Financial Representative position in Cincinnati, OH requires educating clients on risk protection, financial security, and wealth creation, and selling corresponding financial solutions. The role focuses on meeting middle-income clients' needs and maintaining strong client relationships.

Responsibilities include market outreach, scheduling in-person appointments, and using consultative practices to drive sales and ongoing service.