Financial Solutions Advisor

Talentify; Peachtree City (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Talentify seeks a Financial Representative to educate middle-income clients on risk protection, security, and wealth creation. You will analyze client needs and recommend appropriate financial solutions, building long-term relationships in the Atlanta area.

Responsibilities include prospecting, scheduling appointments, and selling insurance and investment solutions while maintaining compliance and high ethical standards.

Qualifications

• Bachelor's degree preferred but not required for all roles; strong licensing may substitute.
• Experience in selling financial products and services is preferred.
• Must demonstrate integrity and adherence to regulatory standards.

Responsibilities

• Identify markets and develop plans to sell insurance and investment solutions.
• Travel to prospect and network for middle-market clients.
• Arrange and conduct in-person appointments for sales and service.
• Sell insurance and investment solutions in a compliant, client-focused manner.
• Maintain accurate client records and coordinate follow-ups.

Skills

Sales & financial guidance

Client relationship building

Needs analysis

Prospecting & networking

Regulatory compliance

Licensing readiness

Education

HS Diploma

Bachelor's Degree

Life & Health License

Job description

Talentify seeks a Financial Representative to educate middle-income clients on risk protection, security, and wealth creation. You will analyze client needs and recommend appropriate financial solutions, building long-term relationships in the Atlanta area.

Responsibilities include prospecting, scheduling appointments, and selling insurance and investment solutions while maintaining compliance and high ethical standards.