Financial Solutions Consultant

Talentify; Shelby (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Talentify is seeking a Financial Representative in Shelby, NC to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs, present suitable solutions, and sell financial products with a client-first approach.

The role requires life and health licensure or active pursuit of licensure, reliability in transportation, and ability to travel within the market to meet clients and develop relationships.

Qualifications

• Must hold life and health license or be actively pursuing licensure in the applicable state.
• Ability to analyze financial information to determine suitable solutions.
• Strong ethics and regulatory compliance in client interactions.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network with middle-market clients by initiating contacts.
• Solicits in-person appointments for sales, service, and client retention.
• Prepares for appointments using consultative practices and processes.
• Markets the Western & Southern Life brand at the local level.
• Builds community relationships to grow presence in target markets.
• Maintains client records and ensures timely payments and updates.

Skills

Strong interpersonal skills

Sales and prospecting

Client education

Communication

Education

High School Diploma

Bachelor's Degree (preferred)

Job description

Talentify is seeking a Financial Representative in Shelby, NC to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs, present suitable solutions, and sell financial products with a client-first approach.

The role requires life and health licensure or active pursuit of licensure, reliability in transportation, and ability to travel within the market to meet clients and develop relationships.