Financial Solutions Advisor

Talentify; Youngstown (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Talentify in Youngstown, OH is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation; assess needs and recommend financial solutions. The role emphasizes ethical client-focused advice and ongoing education.

The position involves prospecting, meeting with clients, and maintaining records, with required life and health licenses or active licensure in process; travel within the market is expected.

Qualifications

• High School Diploma required.
• Bachelor's degree preferred.
• Proven experience influencing a group to a recommended course of action is preferred.
• Proven strong work ethic and drive for results.
• Ability to analyze financial information to meet client objectives.
• Must provide proof of life and health license or pass licensure exam and apply upon hire.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels within markets to prospect and network with middle-market clients.
• Schedules and conducts appointments for sales, service and conservation of clients.
• Sells insurance and investment solutions following consultative practices.
• Maintains client records, payments, and related documentation accurately and timely.
• Builds community relationships to strengthen presence in target markets.

Skills

Communication

Integrity

Relationship-building

Sales skills

Client education

Education

High School Diploma

Bachelor's Degree - Preferred

Tools

Life and Health License

Job description

Talentify in Youngstown, OH is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation; assess needs and recommend financial solutions. The role emphasizes ethical client-focused advice and ongoing education.

The position involves prospecting, meeting with clients, and maintaining records, with required life and health licenses or active licensure in process; travel within the market is expected.