Financial Solutions Advisor (Insurance & Investments)

Talentify; Baton Rouge (LA); On-site; USD 40,000 - 65,000; Full time

Job summary

Talentify in Baton Rouge, LA seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions with a client-focused approach.

You will travel to prospect, network, and set appointments for sales, service, and growth. Strong interpersonal skills, integrity, and a results-driven mindset are essential to succeed in this role.

Qualifications

• High School Diploma is required.
• Bachelor's Degree is preferred.
• Relevant experience is preferred.
• Proven experience influencing a group to a recommended action is preferred.
• Experience setting professional goals and achieving them is preferred.
• Strong integrity and compliance with policies and regulations is required.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel within markets to prospect and network with middle-market clients.
• Secure in-person appointments for sales, service, and retention.
• Prepare for and conduct appointments using consultative practices.
• Sell insurance and investment solutions effectively.
• Plan and schedule weekly sales, marketing, and service activities.
• Promote Western & Southern Life brand locally and build community relationships.
• Maintain client contacts to address evolving financial needs.

Skills

Sales experience

Client needs analysis

Interpersonal skills

Goal setting

Influencing others

Integrity & compliance

Team collaboration

Education

High School Diploma

Bachelor's Degree

Job description

Talentify in Baton Rouge, LA seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions with a client-focused approach.

You will travel to prospect, network, and set appointments for sales, service, and growth. Strong interpersonal skills, integrity, and a results-driven mindset are essential to succeed in this role.