Financial Solutions Advisor (Insurance & Investments)

Western & Southern Financial Group; Cerritos (CA); On-site; USD 50,000 - 95,000; Full time

Job summary

GREATER LOS ANGELES AGENCY CA in Cerritos is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and ethically recommend and sell suitable financial solutions.

You will identify markets, travel to meet prospects, and schedule appointments to deliver comprehensive financial guidance while maintaining client records and adhering to regulatory requirements.

Qualifications

• Bachelor’s degree is preferred, high school diploma required.
• Integrity and compliance with ethics and industry regulations are required.
• Proven ability to influence groups and drive results.
• Ability to analyze financial information to meet client objectives.

Responsibilities

• Identify markets and develop plans to sell insurance and investment solutions.
• Travel to prospect and network with middle-market clients and secure in-person appointments.
• Prepare for appointments using consultative practices and sell appropriate solutions.
• Maintain client records and stay compliant with company policies.

Job description

GREATER LOS ANGELES AGENCY CA in Cerritos is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and ethically recommend and sell suitable financial solutions.

You will identify markets, travel to meet prospects, and schedule appointments to deliver comprehensive financial guidance while maintaining client records and adhering to regulatory requirements.