Financial Solutions Advisor

Talentify; Findlay (OH); On-site; USD 42,000 - 66,000; Full time

Job summary

Talentify seeks a Financial Representative to educate middle-income clients on risk protection and wealth creation, assess client needs, and ethically sell suitable financial solutions. The role requires prospecting, appointment-setting, and ongoing client relationship management.

Responsibilities include planning sales activities, building local brand presence, and maintaining accurate records while complying with policies and licensing requirements.

Qualifications

• High school diploma required.
• Bachelor's degree preferred.
• Relevant experience preferred.
• Proven ability to influence a group to a recommended action.
• Proven track record of setting and achieving goals.
• Experience working in a team with varied experience levels.
• Must maintain integrity and comply with policies and regulations.
• Must have or obtain life and health license within state within 30 days.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel to prospect and network with middle-market clients.
• Schedule and conduct client meetings for sales, service and retention.
• Use consultative practices to present appropriate solutions.
• Sell insurance and investment products effectively.
• Plan and manage weekly sales, marketing, and service activities.
• Develop community relationships to build brand presence.

Education

High School Diploma

Bachelor's Degree

Relevant experience

Influencing a group

Goal setting and execution

Team collaboration

Tools

Life & Health License (state)

Job description

Talentify seeks a Financial Representative to educate middle-income clients on risk protection and wealth creation, assess client needs, and ethically sell suitable financial solutions. The role requires prospecting, appointment-setting, and ongoing client relationship management.

Responsibilities include planning sales activities, building local brand presence, and maintaining accurate records while complying with policies and licensing requirements.