Financial Solutions Advisor: Insurance & Investments

Western & Southern; Asheville (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

Talentify in Asheville, NC seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and present suitable financial solutions, with a focus on ethical, client-centered service.

The role involves identifying markets, prospecting, and arranging in-person meetings across the Asheville area, while maintaining accurate client records and following company processes.

Qualifications

• Must have or be in process to obtain life and health license for the state of the agency
• Upholds the highest level of integrity and compliance with company ethics, privacy policies and industry regulations
• Proven strong work ethic and drive for results
• Excellent client service and sales capability

Responsibilities

• Identify markets and develop appropriate marketing plan to sell insurance and investment solutions.
• Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
• Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
• Educate clients on risk protection, financial security, and wealth creation following consultative practices.
• Maintain client records and ensure timely payments and documentation.

Skills

Strong communication

Interpersonal skills

Sales ability

Team collaboration

Analytical thinking

Leadership coordination

Education

High School Diploma

Bachelor's Degree

Relevant experience

Job description

Talentify in Asheville, NC seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and present suitable financial solutions, with a focus on ethical, client-centered service.

The role involves identifying markets, prospecting, and arranging in-person meetings across the Asheville area, while maintaining accurate client records and following company processes.