Financial Solutions Specialist for Middle-Income Clients

Talentify; College Park (MD); On-site; USD 60,000 - 90,000; Full time

Job summary

Talentify is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, analyzing needs and recommending suitable financial solutions. You will educate clients, assess their needs, and ethically present the right options for their goals.

The role involves prospecting, presenting, and selling insurance and investment products, while maintaining client relationships and professional development to meet regulatory standards.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• License in life and health or ability to obtain licensure within 30 days of hire is required.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel to prospect and network with middle-market clients.
• Schedule and conduct in-person appointments for sales, service, and retention goals.
• Utilize consultative practices to present appropriate financial solutions to clients.
• Maintain client records and ensure compliance with policies and regulations.

Skills

Interpersonal skills

Communication

Sales experience

Team collaboration

Integrity/compliance

Goal setting

Education

High School Diploma

Bachelor's Degree

Job description

Talentify is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, analyzing needs and recommending suitable financial solutions. You will educate clients, assess their needs, and ethically present the right options for their goals.

The role involves prospecting, presenting, and selling insurance and investment products, while maintaining client relationships and professional development to meet regulatory standards.