Financial Solutions Advisor

Talentify; Houston (TX); On-site; USD 55,000 - 90,000; Full time

Job summary

Talentify is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role involves analyzing client needs, educating on solutions, and selling appropriate financial products with ethical practices.

The position requires driving in the Houston market, building relationships, and maintaining accurate client records while meeting regulatory standards and company policies.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Integrity and compliance with ethics.

Responsibilities

• Identifies market and develops plans to sell insurance and investments.
• Travels to prospect and network with middle-market clients.
• Sells insurance and investment solutions ethically.
• Maintains client records and schedules activities.

Skills

Integrity

Communication

Interpersonal skills

Analytical thinking

Sales ability

Goal setting

Teamwork

Client relationship building

Adaptability

Education

High School Diploma

Bachelor's Degree (Preferred)

Job description

Talentify is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role involves analyzing client needs, educating on solutions, and selling appropriate financial products with ethical practices.

The position requires driving in the Houston market, building relationships, and maintaining accurate client records while meeting regulatory standards and company policies.