Financial Solutions Advisor

Talentify; Wilmington (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

COASTAL CAROLINA NC is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable financial solutions. You will educate clients, assess needs, and sell appropriate products in an ethical, client-focused manner.

The role requires traveling to meet clients, building relationships, and maintaining accurate records while promoting the company’s brand in the local market.

Qualifications

• Must have life and health license for the state of hire or be in process and have submitted licensure application.
• Ability to analyze financial information to determine strategies for meeting client objectives.
• Ability to lead and develop client contact strategies and identify new business opportunities.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel within markets to prospect and network for middle-market clients.
• Schedule and conduct in-person appointments for sales, service, and retention.
• Prepare for appointments using consultative practices and processes.

Education

High School Diploma

Bachelor's Degree

Relevant experience

Proven experience influencing a group

Demonstrated goal-setting ability

Team collaboration

Integrity and compliance

Proven drive for results

Job description

COASTAL CAROLINA NC is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable financial solutions. You will educate clients, assess needs, and sell appropriate products in an ethical, client-focused manner.

The role requires traveling to meet clients, building relationships, and maintaining accurate records while promoting the company’s brand in the local market.