Financial Representative

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

Job summary

Jobtailor is seeking a client-focused financial professional to translate clients' goals into comprehensive financial plans, including investments, insurance, and retirement strategies.

You will engage with clients, assess their needs, and craft tailored strategies while building a trusted network through referrals and community involvement. Licensing sponsorship is available, with training provided to obtain required Series 6, 63, and state insurance licenses.

Qualifications

• 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, and the ability to build trust and rapport with clients.
• Obtain necessary licenses, such as Series 6, 63, and state insurance 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 to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Financial Planning

Client Engagement

Analytical Thinking

Interpersonal Communication

Education

Bachelor's degree

Series 6 License

Series 63 License

State Insurance License

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, and the 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 adapting strategies to meet clients' changing circumstances.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Investment Planning
• Retirement Planning
• Insurance Strategy Development

Soft Skills

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

Certifications & Qualifications

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

Industry Keywords

• Financial Services
• Business Development
• Client Network
• Community Involvement