Sales Advisor

Jobtailor; Troy (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Jobtailor is seeking a Financial Planner/Advisor to engage with clients, understand their goals, and craft comprehensive financial plans covering investments, insurance, and retirement. You will recommend insurance strategies, monitor plans, and adjust as needed while building a client network through referrals and community involvement.

Ideal candidates have a strong sense of analytics and interpersonal skills, with a Bachelor's degree preferred.

Qualifications

• Bachelor's degree strongly preferred or military equivalent.
• Experience in financial services or business development beneficial but not required.
• Willing to obtain necessary licenses; sponsorship/training provided.

Responsibilities

• Engage with clients to understand their financial goals and concerns.
• Develop comprehensive financial plans including investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect assets and income.
• Monitor plans and provide updates, adjusting strategies as needed.
• Build and maintain a client network through referrals and community involvement.

Skills

Financial Planning

Client Engagement

Insurance Strategies

Analytical Thinking

Interpersonal Skills

Education

Bachelor's Degree strongly 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 to meet changing circumstances
• 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
• Willing to obtain necessary licenses if not already acquired (support and sponsorship is integrated into training)

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. Strong ability to build trust and maintain client relationships through effective communication and analytical thinking.

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

Soft Skills

• Interpersonal Skills
• Communication Skills
• Analytical Thinking
• Trust Building

Certifications & Qualifications

• Financial Licenses

Industry Keywords

• Financial Services
• Business Development