Financial Solutions Advisor

Talentify; Metairie (LA); On-site; USD 45,000 - 65,000; Full time

Job summary

Talentify in Metairie, LA seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions while upholding ethical standards and client interests.

The role involves prospecting, arranging in-person meetings, and delivering consultative services across markets. Licensing is required within 30 days and ongoing professional development is expected.

Qualifications

• High School Diploma is required.
• Bachelor's Degree is preferred.
• Relevant experience is preferred.
• Must have or be actively pursuing life and health license.
• License to be obtained within 30 days of hire.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel within markets to prospect and network with middle-market clients.
• Secure in-person appointments for sales, service, and retention.
• Prepare for appointments using consultative practices and processes.
• Sell insurance and investment solutions effectively.
• Plan and schedule weekly sales, marketing, and service activities.
• Cultivate local brand presence and community relationships.
• Maintain client records and ensure compliance with policies.

Skills

Interpersonal skills

Relationship-building

Influencing a group

Client communication

Education

High School Diploma

Bachelor's Degree

Job description

Talentify in Metairie, LA seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions while upholding ethical standards and client interests.

The role involves prospecting, arranging in-person meetings, and delivering consultative services across markets. Licensing is required within 30 days and ongoing professional development is expected.