Financial Sales Advisor — Chicago Area

WestPoint Financial Group; Chicago (IL); On-site; USD 55,000 - 90,000; Full time

Job summary

WestPoint Financial Group seeks a Financial Sales Professional / Advisor in the Greater Chicago Area. You will meet with clients to understand their financial objectives, analyze their situation, and recommend suitable financial and insurance solutions.

Day-to-day activities include prospecting, reviewing finances, and presenting tailored strategies to clients. Collaborate with internal specialists, stay informed on industry trends and regulations, and maintain detailed records of client

Qualifications

• Bachelor's degree in Finance, Business, Economics or equivalent experience.
• Strong finance and financial services knowledge.
• Excellent written and verbal communication skills.
• Ability to build relationships and develop new business.
• Willingness to pursue licenses such as life/health/securities as required.
• High integrity and professional conduct.

Responsibilities

• Meet with clients to understand financial objectives and assess their situation.
• Prospect and build a client base in the Greater Chicago Area.
• Conduct financial reviews and present tailored strategies.
• Follow up to ensure ongoing service and support.
• Collaborate with internal specialists and stay current on industry trends and regulations.
• Maintain detailed records of client interactions and recommendations.

Skills

Finance

Sales

Communication

Education

Bachelor's degree

Job description

WestPoint Financial Group seeks a Financial Sales Professional / Advisor in the Greater Chicago Area. You will meet with clients to understand their financial objectives, analyze their situation, and recommend suitable financial and insurance solutions.

Day-to-day activities include prospecting, reviewing finances, and presenting tailored strategies to clients. Collaborate with internal specialists, stay informed on industry trends and regulations, and maintain detailed records of client