Sales Advisor

Jobtailor; Dubuque (IA); On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor in the United States, Iowa, Dubuque is seeking a financial services professional to develop comprehensive financial plans, including investments, insurance, and retirement strategies. You will engage with clients to understand their goals and tailor strategies to protect assets and income.

The role emphasizes building trust with clients, ongoing plan monitoring, and expanding the client network through referrals and community involvement.

Qualifications

• Bachelor's Degree strongly preferred or military equivalent.
• Experience in financial services or business development is beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.
• Obtain Series 6, Series 63, and state insurance licenses (training and sponsorship provided).

Responsibilities

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Analytical Thinking

Interpersonal Skills

Communication Skills

Trust Building

Rapport Building

Client Engagement

Education

Bachelor's Degree preferred or military equivalent

Job description

• Engage with clients to understand their financial goals, aspirations, and concerns


• Develop comprehensive financial plans that include investments, insurance, and retirement


• Recommend and implement insurance strategies to protect clients' assets and income


• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed


• Build and maintain a network of clients through referrals, community involvement, and professional associations

Requirements

• Bachelor's Degree is strongly preferred or military equivalent


• Previous experience in financial services, insurance or business development is beneficial but not required


• Strong interpersonal and communication skills


• Analytical thinking


• Ability to build trust and rapport with clients


• Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)

Core Competencies

Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to understand their financial goals. Proficient in building trust and rapport, and capable of obtaining necessary financial licenses to enhance client service.

Highest-signal resume keywords

• Financial Planning


• Client Engagement


• Insurance Strategies


• Analytical Thinking


• Interpersonal Skills

ATS Optimization Keywords

Hard Skills

• Financial Planning


• Investment Strategies


• Insurance Strategies


• Retirement Planning


• Analytical Thinking

Soft Skills

• Interpersonal Skills


• Communication Skills


• Trust Building


• Rapport Building

Certifications & Qualifications

• Series 6 License


• Series 63 License


• State Insurance Licenses

Industry Keywords

• Financial Services


• Insurance


• Business Development


• Client Network


• Community Involvement