Financial Solutions Advisor

Talentify; Tampa (FL); On-site; USD 45,000 - 75,000; Full time

Job summary

Talentify is seeking a Financial Representative in Tampa to educate clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable financial solutions, while upholding ethical standards and client-first service.

Responsibilities include prospecting, scheduling appointments, and maintaining detailed client records. The role requires strong communication, integrity, and the ability to develop a local market presence.

Qualifications

• Must have integrity and comply with ethics, privacy policies and industry regulations.
• Strong work ethic and drive for results.
• Excellent interpersonal and relationship-building skills.
• Ability to analyze financial information to meet client objectives.
• Ability to lead, coordinate and develop client contact strategies and identify opportunities.

Responsibilities

• Identifies markets and develops plans to sell insurance and investment solutions.
• Prospects and networks for middle-market clients; makes initial contacts.
• Schedules and conducts sales appointments for sales, conservation and service.
• Effectively sells insurance and investment solutions.
• Builds community relationships to grow the local brand.
• Maintains client records, payments, and ensures compliance.

Education

High School Diploma

Bachelor's Degree

Job description

Talentify is seeking a Financial Representative in Tampa to educate clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable financial solutions, while upholding ethical standards and client-first service.

Responsibilities include prospecting, scheduling appointments, and maintaining detailed client records. The role requires strong communication, integrity, and the ability to develop a local market presence.