Sales Advisor

Jobtailor; West Palm Beach (FL); On-site; USD 60,000 - 120,000; Full time

Job summary

Jobtailor is seeking a financial planning professional to engage clients, develop comprehensive financial plans, and implement insurance strategies to protect assets and income. You will monitor plans and adjust strategies as clients’ needs evolve, while actively building a client network through referrals and professional associations.

The role emphasizes strong interpersonal communication, analytical thinking, and the ability to build trust and rapport with clients.

Qualifications

• Bachelor’s Degree strongly preferred or military equivalent.
• Experience in financial services, insurance, or business development beneficial but not required.
• Strong interpersonal and communication skills.
• Analytical thinking.
• Ability to build trust and rapport with clients.

Responsibilities

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

Skills

Interpersonal communication

Analytical thinking

Trust building

Education

Bachelor’s degree (or military equivalent)

Job description

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 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
• 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 build trust and rapport. Proficient in monitoring and adjusting financial strategies to align with clients' evolving goals and circumstances.

Certifications & Qualifications

• Series 6 License
• Series 63 License
• State Insurance Licenses