Financial Representative

Jobtailor; San Antonio (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a financial advisor in San Antonio, TX, to engage with clients, understand their financial goals, and develop comprehensive plans including investments, insurance, and retirement. You will implement insurance strategies to protect assets and monitor plans with regular updates.

Requirements include a preferred bachelor's degree, experience in financial services or business development, and strong interpersonal skills.

Qualifications

• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.

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

Interpersonal skills

Analytical thinking

Communication skills

Client rapport

Education

Bachelor's degree

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 with clients and adapting strategies based on their changing circumstances.