Insurance Financial Advisor

Acturance; California (MO); On-site; USD 65,000 - 195,000; Full time

Job summary

Acturance is seeking an Insurance Financial Advisor to join their team in California. This full-time role involves providing clients with financial planning and insurance advice, developing personalized financial plans, and maintaining client relationships. Candidates should have expertise in financial planning, strong communication skills, and a bachelor's degree in a relevant field.

Qualifications

• Expertise in Financial Planning and Retirement Planning.
• Strong interpersonal and communication skills.
• Experience in the financial services industry is a plus.

Responsibilities

• Provide clients with financial planning and insurance advice.
• Assess clients' financial situations and develop personalized financial plans.
• Conduct financial product sales and maintain client relationships.

Skills

Financial Planning

Retirement Planning

Interpersonal Skills

Communication Skills

Client Relationship Management

Education

Bachelor's degree in Finance, Economics, Business, or related field

Job description

1 day ago Be among the first 25 applicants

This range is provided by Acturance. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $195,000.00/yr

Direct message the job poster from Acturance

Insurance & Financial Services Professional | Retirement & Risk Management Expert

Company Description

Acturance is a national financial services marketing firm focused on transforming the culture and diversity of the insurance industry. Acturance partners with leading insurance carriers to offer personalized life insurance and annuity products. The company also provides opportunities for part-time and full-time careers as life insurance agents.

Role Description

This is a full-time on-site role for an Insurance Financial Advisor located in Los Angeles, CA. The Insurance Financial Advisor will be responsible for providing clients with financial planning, retirement planning, and insurance advice. Daily tasks include assessing clients' financial situations, developing personalized financial plans, conducting financial product sales, and maintaining ongoing client relationships.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Knowledge in Finance, Insurance, and Investments
• Strong interpersonal and communication skills
• Ability to build and maintain long-term client relationships
• Experience in the financial services industry is a plus
• Bachelor's degree in Finance, Economics, Business, or related field
• Relevant certifications (e.g., Certified Financial Planner) are beneficial

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Other

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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