Sales Advisor, Marketing Experience

Jobtailor; Los Angeles (CA); On-site; USD 75,000 - 120,000; Full time

Job summary

Jobtailor in Los Angeles seeks a client-focused financial professional to translate goals into actionable plans. You will engage with clients to understand their financial goals, aspirations, and concerns, then design comprehensive strategies covering investments, insurance, and retirement.

You will build trust through clear communication, monitor plans, adjust as market conditions change, and grow a network via referrals and professional associations.

Qualifications

• A bachelor's degree in finance, business, or a related field is preferred.
• 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).

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.

Skills

Financial Planning

Client Engagement

Analytical Thinking

Interpersonal Skills

Insurance Strategies

Education

Bachelor's degree in finance or related field

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

• A bachelor's degree in finance, business, or a related field is preferred.
• 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 with clients and adapting strategies based on their changing circumstances.

Highest-signal resume keywords

• Financial Planning
• Client Engagement
• Analytical Thinking
• Interpersonal Skills
• Insurance Strategies

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Investment Planning
• Retirement Planning
• Insurance Implementation
• Strategy Adjustment

Soft Skills

• Communication Skills
• Trust Building
• Rapport Development

Certifications & Qualifications

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

Industry Keywords

• Financial Services
• Business Development
• Client Network
• Community Involvement
• Professional Associations