Financial Sales Professional / Advisor

WestPoint Financial Group; Chicago (IL); Sur place; USD 55 000 - 90 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Finance

Sales

Communication

Formation

Bachelor's degree

Description du poste

Company Description

WestPoint Financial Group is a Midwest-based firm dedicated to educating clients and helping them achieve their financial goals through personalized attention and strong resources. The organization serves more than 200,000 clients via a network of over 500 financial professionals and staff across Indiana, Illinois, Ohio, Wisconsin, West Virginia, and Kentucky. Associates are known for their expertise, product knowledge, and commitment to continuous professional development. A strict code of ethics ensures client needs come first and demands integrity in all business practices. Core office locations include multiple cities such as Chicago, Indianapolis, Columbus, Louisville, Madison, and Milwaukee, providing a strong regional presence for both clients and team members.

Role Description

This full-time, on-site Financial Sales Professional / Advisor role is based in the Greater Chicago Area. The individual in this role will meet with clients to understand their financial objectives, analyze their current financial situation, and recommend suitable financial and insurance solutions. Day-to-day responsibilities include prospecting and building a client base, conducting financial reviews, presenting tailored strategies, and following up to ensure ongoing service and support. The role involves collaborating with internal specialists, staying current on industry trends, products, and regulations, and maintaining detailed records of client interactions and recommendations. The Financial Sales Professional / Advisor will be expected to uphold WestPoint Financial Group’s ethical standards and deliver a high level of client care.

Qualifications

• Candidates should possess strong skills in Finance and Financial Services.
• Candidates should possess strong skills in Sales and Customer Service.
• Candidates should possess strong Communication skills, both written and verbal.
• Relevant bachelor’s degree (e.g., Finance, Business, Economics) or equivalent professional experience.
• Ability to build relationships, network within the community, and develop new business.
• High level of integrity, professionalism, and commitment to ethical practices.
• Willingness to pursue applicable licenses and certifications (e.g., life and health insurance, securities registrations) as required.
• Strong analytical, organizational, and time-management skills, with the ability to work independently and as part of a team.