Financial Representative

Jobtailor; Champaign (IL); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Licensing Sponsorship

Training & Development

Professional Networking

Job summary

Jobtailor is seeking a financial advisor in Champaign, IL to engage with clients, craft comprehensive financial plans, and implement insurance strategies. You will monitor plans and adjust strategies as clients' circumstances change, while building a robust client network through referrals and professional associations.

Candidates should have strong interpersonal skills, analytical thinking, and the ability to earn required licenses (e.g., Series 6/63 and state insurance licenses) with available

Qualifications

• Bachelor's degree preferred.
• Licensing such as Series 6, Series 63, and state insurance licenses may be required; training and sponsorship are available.
• Strong interpersonal and communication skills are essential.
• Analytical thinking and the ability to build trust with clients are key.
• License attainment and ongoing education support readiness are expected.

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor client plans and provide regular updates, adjusting strategies as needed.

Skills

Financial Planning

Client Engagement

Insurance Strategies

Analytical Thinking

Interpersonal Skills

Education

Bachelor's degree preferred

Job description

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Requirements

• A bachelor's degree is preferred.
• Previous experience in financial services, insurance or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.
• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Core Competencies

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to understand their financial goals. Proficient in building trust and rapport, and capable of obtaining necessary financial licenses to enhance client service.

Highest-signal resume keywords

• Financial Planning
• Client Engagement
• Insurance Strategies
• Analytical Thinking
• Interpersonal Skills

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Investment Strategies
• Insurance Strategies
• Retirement Planning
• Analytical Thinking

Soft Skills

• Interpersonal Skills
• Communication Skills
• Building Trust
• Rapport Building

Certifications & Qualifications

• Series 6 License
• Series 63 License
• State Insurance Licenses

Industry Keywords

• Financial Services
• Business Development
• Client Network
• Professional Associations