Financial Solutions Advisor - Insurance & Investments

Western & Southern; Statesville (NC); On-site; USD 42,000 - 78,000; Full time

Job summary

Talentify is seeking a Financial Representative in Statesville, NC, to educate middle-income clients on risk protection, financial security, and wealth creation, and to assess needs and recommend financial solutions in an ethical, client-focused manner.

The role involves traveling to prospect and network, securing in-person appointments, and effectively selling insurance and investment solutions while maintaining records and complying with policies and standards.

Qualifications

• High School Diploma required.
• Bachelor's degree preferred.
• Relevant experience preferred.
• Proven experience influencing a group to a recommended course of action.
• Demonstrated experience setting professional goals and achieving those goals.
• Team experience with associates at various levels.
• High integrity with ethics, privacy policies and regulations.
• Strong work ethic and drive for results.
• Interpersonal and relationship-building skills.
• Ability to analyze client financial information.
• Ability to lead and develop client contact strategy.
• Life and health license required within 30 days; or pending licensure.

Responsibilities

• Identifies market(s) and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network for middle-market clients by identifying potential qualified clients and making initial contacts.
• Contacts and secures in-person appointments with prospective and existing clients for sales, conservation, and service.
• Prepares for and conducts appointments using Western & Southern Life consultative practices and processes.
• Effectively sells insurance and investment solutions.
• Plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
• Markets for developing the Western & Southern Life brand at the local level.
• Develops community relationships to cultivate presence in target markets.
• Maintains client contact to meet evolving financial needs.
• Engages in ongoing professional development to perform duties effectively.
• Maintains client and company records, payments, etc., accurately and timely.
• Must have reliable transportation, license, and minimum auto insurance.
• Performs other duties as assigned.
• Complies with policies and standards.

Skills

Influencing a group

Goal setting

Team collaboration

Interpersonal skills

Sales ability

Communication skills

Education

High School Diploma

Bachelor's Degree

Job description

Talentify is seeking a Financial Representative in Statesville, NC, to educate middle-income clients on risk protection, financial security, and wealth creation, and to assess needs and recommend financial solutions in an ethical, client-focused manner.

The role involves traveling to prospect and network, securing in-person appointments, and effectively selling insurance and investment solutions while maintaining records and complying with policies and standards.