Financial Solutions Advisor

Talentify; Cambridge (OH); On-site; USD 40,000 - 65,000; Full time

Job summary

Talentify in Cambridge, OH is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and recommend appropriate financial solutions with integrity and a client-focused approach.

Responsibilities include planning marketing efforts, meeting with prospective clients, scheduling appointments, and maintaining accurate records. A strong work ethic and professional goals are essential in this role.

Qualifications

• High school diploma required.
• Bachelor's degree preferred.
• Experience influencing groups and achieving goals preferred.
• Upholds integrity and complies with ethics/policies.

Responsibilities

• Identifies markets and develops plans to sell insurance and investment solutions.
• Travels to prospect and network with middle-market clients.
• Schedules in-person appointments for sales, conservation, and service.
• Sells insurance and investment solutions per consultative processes.
• Maintains client records and complies with policies.

Skills

Sales

Communication

Networking

Interpersonal skills

Ethics & compliance

Client relationship building

Education

High School Diploma

Bachelor's Degree

Life & Health License

Job description

Talentify in Cambridge, OH is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and recommend appropriate financial solutions with integrity and a client-focused approach.

Responsibilities include planning marketing efforts, meeting with prospective clients, scheduling appointments, and maintaining accurate records. A strong work ethic and professional goals are essential in this role.