Financial Advisor - Risk & Wealth Growth

Talentify; Grove City (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Talentify in Grove City, OH is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable solutions. You will build relationships, conduct in-person meetings, and guide clients through all steps ethically and transparently.

Responsibilities include prospecting in markets, scheduling sales and service activities, complying with company policies, and maintaining accurate client records.

Qualifications

• Must be able to analyze financial information to determine strategies for meeting clients' financial objectives.
• Must have integrity and comply with company ethics and regulations.
• Must possess and maintain life and health license within 30 days or be eligible for licensure.

Responsibilities

• Identifies market(s) and develops marketing plans to sell insurance and investment solutions.
• Prospects and networks to find middle-market clients and makes initial contacts.
• Schedules and conducts appointments for sales, service, and retention.
• Educates clients on risk protection, financial security, and wealth creation and sells appropriate solutions.
• Maintains accurate client records and complies with policies.

Skills

Sales proficiency

Interpersonal skills

Integrity

Goal setting

Team collaboration

Communication skills

Financial analysis

Client acquisition

Education

High School Diploma

Bachelor's Degree

Job description

Talentify in Grove City, OH is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable solutions. You will build relationships, conduct in-person meetings, and guide clients through all steps ethically and transparently.

Responsibilities include prospecting in markets, scheduling sales and service activities, complying with company policies, and maintaining accurate client records.