Wealth & Insurance Advisor

Talentify; Orland Park (IL); On-site; USD 45,000 - 75,000; Full time

Job summary

Talentify is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation while analyzing needs and recommending financial solutions. The role requires presenting ethical, client-centered advice and building lasting client relationships.

The position involves meeting with prospects, scheduling appointments, and traveling within the market to promote Western & Southern Life products and services.

Qualifications

• Must have reliable transportation and valid driver's license.
• Willingness to comply with ethics, privacy policies and industry regulations.
• Proven work ethic and drive for results.
• Strong interpersonal and relationship-building skills.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel to prospect and network for middle-market clients.
• Schedule and conduct in-person appointments for sales, service and conservation.

Skills

Influencing groups

Goal setting

Team collaboration

Financial analysis

Client strategy development

Education

High School Diploma

Bachelor's Degree

Job description

Talentify is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation while analyzing needs and recommending financial solutions. The role requires presenting ethical, client-centered advice and building lasting client relationships.

The position involves meeting with prospects, scheduling appointments, and traveling within the market to promote Western & Southern Life products and services.