Wealth & Insurance Advisor

Western & Southern; Heath (OH); In loco; USD 52.000 - 78.000; Tempo pieno

Descrizione del lavoro

Name is seeking a Financial Representative to educate middle-income clients on risk protection and wealth creation, assess needs, and sell suitable solutions. You will use ethical consultative practices and build client relationships in the Newark/Heath market.

Responsibilities include prospecting, meeting clients in person, scheduling activities, and maintaining accurate records while complying with regulatory standards.

Competenze

• High School Diploma required; bachelor's preferred.
• Licensing in life/health required or near licensure.
• Valid driver's license and auto insurance required.
• Ability to analyze client finances and recommend solutions.
• Proven ability to work in a team and drive results.

Mansioni

• Identify markets and develop plans to sell insurance and investment solutions.
• Travel to prospect and network with middle-market clients.
• Schedule and conduct in-person appointments for sales and service.
• Sell insurance and investment products ethically and effectively.
• Maintain client records accurately and timely.

Conoscenze

Interpersonal skills

Drive for results

Teamwork

Influencing

Financial analysis

Formazione

High School Diploma

Bachelor's Degree

Descrizione del lavoro

Name is seeking a Financial Representative to educate middle-income clients on risk protection and wealth creation, assess needs, and sell suitable solutions. You will use ethical consultative practices and build client relationships in the Newark/Heath market.

Responsibilities include prospecting, meeting clients in person, scheduling activities, and maintaining accurate records while complying with regulatory standards.