Sales Representative – With Support

Jobtailor; Champaign (IL); On-site; USD 60,000 - 95,000; Full time

Job summary

Jobtailor is seeking a financial advisor to engage with clients, understand their goals, and develop comprehensive plans covering investments, insurance, and retirement. The role includes recommending insurance strategies to protect assets and income, monitoring plans, and updating clients as circumstances change.

Ideal candidates have strong interpersonal and communication skills, analytical thinking, and the ability to build trust.

Qualifications

• Bachelor's degree preferred.
• 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.
• Licensing 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.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Skills

Interpersonal skills

Analytical thinking

Communication skills

Trust building

Education

Bachelor's degree

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 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.