Financial Advisor: Risk & Wealth Solutions

Western & Southern; San Diego (CA); On-site; USD 55,000 - 85,000; Full time

Job summary

SAN DIEGO AGENCY CA in San Diego seeks a Financial Representative to educate middle-income clients on risk protection and wealth creation. You will analyze needs and recommend suitable insurance and investment solutions, maintaining ethical client focus.

The role requires building relationships, planning sales activities, and meeting regulatory and company standards while traveling to engage prospects and clients.

Qualifications

• High School Diploma required.
• Bachelor's degree preferred.
• Experience influencing a group and achieving goals preferred.
• Integrity and compliance with ethics policies required.
• Must possess life and health license or have licensure application submitted.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels within markets to prospect and network with middle-market clients.
• Schedules in-person appointments for sales, service, and conservation.
• Uses consultative practices to present and sell financial solutions.
• Maintains client records, payments, and relationships with integrity.
• Able to work extended hours and travel as needed.
• Complies with all company policies and standards.

Skills

Strong work ethic

Interpersonal skills

Team collaboration

Analytical ability

Business development

Education

High School Diploma

Bachelor's Degree

Life and health license (state) or licensure application

Relevant experience

Job description

SAN DIEGO AGENCY CA in San Diego seeks a Financial Representative to educate middle-income clients on risk protection and wealth creation. You will analyze needs and recommend suitable insurance and investment solutions, maintaining ethical client focus.

The role requires building relationships, planning sales activities, and meeting regulatory and company standards while traveling to engage prospects and clients.