Sales Advisor – Athletic Background

Jobtailor; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor is seeking a client-centric financial services professional in the United States to guide clients in achieving their financial objectives and protection goals. You will tailor strategies, review plans regularly, and build a broad referral network within the community.

The role emphasizes personalized financial planning, relationship management, and obtaining state insurance licenses with provided training to support ongoing client engagements.

Qualifications

• Bachelor's degree in finance, business, or related discipline.
• Experience in insurance or financial services is beneficial but not required.
• Excellent interpersonal and communication abilities.
• Strong analytical skills.
• Ability to build lasting client relationships.
• Must obtain state insurance licenses; training provided.

Responsibilities

• Engage with clients to understand comprehensive financial needs.
• Provide personalized guidance to help clients achieve financial objectives.
• Design and implement tailored strategies for financial protection.
• Regularly review and update clients' financial plans and insurance policies.
• Cultivate a network of clients through referrals and community involvement.

Skills

Interpersonal skills

Communication abilities

Relationship building

Financial planning

Analytical skills

Education

Bachelor's degree in finance, business, or related discipline

Tools

Financial Analysis

Insurance Policy Design

Strategy Implementation

Financial Protection Strategies

Job description

• Engage with clients to understand their comprehensive financial needs


• Provide personalized guidance to help clients achieve their financial objectives


• Design and implement tailored strategies for financial protection


• Regularly review and update clients' financial plans and insurance policies


• Cultivate a network of clients through referrals and community involvement

Requirements

• Bachelor's degree in finance, business, or a related discipline


• Prior experience in insurance, financial services, or business development is beneficial, but not mandatory.


• Excellent interpersonal and communication abilities


• Strong analytical skills


• Capability to build lasting client relationships


• Must obtain state insurance licenses, with training provided.

Core Competencies

Demonstrates expertise in financial planning and client relationship management, with a focus on personalized financial strategies and insurance solutions. Possesses strong analytical skills and the ability to communicate effectively with clients to meet their financial objectives.

Highest-signal resume keywords

• Financial Planning


• Client Relationship Management


• Analytical Skills


• Interpersonal Communication


• Insurance Licensing

ATS Optimization Keywords

Hard Skills

• Financial Analysis


• Insurance Policy Design


• Strategy Implementation


• Financial Protection Strategies

Soft Skills

• Interpersonal Skills


• Communication Abilities


• Relationship Building

Certifications & Qualifications

• State Insurance License

Industry Keywords

• Financial Services


• Business Development


• Client Engagement


• Financial Objectives