Financial Representative

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

Job summary

Jobtailor is seeking a financial advisor-in-role to engage with clients, develop comprehensive financial plans, and implement investment and insurance strategies. The position emphasizes ongoing client monitoring, reporting, and relationship-building through referrals and community involvement.

The role requires strong communication skills, analytical thinking, and the ability to obtain appropriate licenses; sponsorship is available.

Qualifications

• Bachelor's degree preferred but not required.
• 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 (training and sponsorship available).

Responsibilities

• 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.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Financial Planning

Insurance Strategies

Client Engagement

Analytical Thinking

Interpersonal Skills

Education

Bachelor's degree preferred

Series 6 License

Series 63 License

State Insurance Licenses

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


• Build and maintain a network of clients through referrals, community involvement, and professional associations

Requirements

• A bachelor's degree is preferred but not required


• 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


• Insurance Strategies


• Client Engagement


• Analytical Thinking


• Interpersonal Skills

ATS Optimization Keywords

Hard Skills

• Financial Planning


• Investment Strategies


• Insurance Strategies


• Retirement Planning


• Client Monitoring

Soft Skills

• Interpersonal Skills


• Communication Skills


• Analytical Thinking


• Trust Building


• Rapport Building

Certifications & Qualifications

• Series 6 License


• Series 63 License


• State Insurance Licenses

Industry Keywords

• Financial Services


• Business Development


• Client Referrals


• Community Involvement


• Professional Associations