Wealth & Insurance Advisor

Western & Southern Financial Group; Sacramento (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A prominent financial services organization is seeking a Financial Representative in Sacramento, CA. This position focuses on educating clients about risk protection, financial security, and wealth creation. Responsibilities include identifying markets, networking with potential clients, and effectively selling insurance and investment solutions. A high school diploma is required, with a college degree preferred. Strong communication and analytical skills, along with a willingness to work evenings and weekends, are essential. A valid driver’s license and access to an automobile are necessary.

Qualifications

• High level of integrity.
• Willing to work hours that include evenings and weekends.
• Ability to analyze client needs and sell relevant solutions.
• Demonstrate resilience to achieve goals.

Responsibilities

• Develop marketing plans to target middle-market clients.
• Secure appointments with clients for sales and service.
• Sell insurance and investment solutions effectively.
• Maintain accurate client records and documentation.

Skills

Strong work ethic

Effective communication skills

Interpersonal and relationship skills

Analytical skills

Personal drive and resilience

Networking skills

Education

High school diploma or equivalent

College degree preferred

Tools

Word processing applications

Spreadsheet applications

Internet and email skills

Job description

A prominent financial services organization is seeking a Financial Representative in Sacramento, CA. This position focuses on educating clients about risk protection, financial security, and wealth creation. Responsibilities include identifying markets, networking with potential clients, and effectively selling insurance and investment solutions. A high school diploma is required, with a college degree preferred. Strong communication and analytical skills, along with a willingness to work evenings and weekends, are essential. A valid driver’s license and access to an automobile are necessary.