Wealth & Protection Advisor

Talentify; Rosemont (IL); On-site; USD 60,000 - 85,000; Full time

Job summary

Talentify is hiring a Financial Representative focused on educating middle-income clients about risk protection, financial security, and wealth creation. You will analyze client needs, present suitable financial solutions, and build long-term client relationships through ethical sales practices.

This role involves market development, prospecting, networking, and in-person client meetings across the Rosemont area. A life/health license within 30 days is required or pursuing licensure upon hire.

Qualifications

• Strong interpersonal and relationship-building skills.
• Ability to analyze clients' financial information to meet objectives.
• Willingness to pursue licensure for life and health insurance.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network with middle-market clients.
• Contacts and secures in-person appointments for sales, service and conservation.
• Sells insurance and investment solutions ethically and effectively.
• Maintains client records and schedules activities.

Skills

Interpersonal skills

Sales aptitude

Goal setting

Team collaboration

Client relationship building

Financial needs analysis

Licensure readiness

Education

Bachelor's Degree

High School Diploma

Job description

Talentify is hiring a Financial Representative focused on educating middle-income clients about risk protection, financial security, and wealth creation. You will analyze client needs, present suitable financial solutions, and build long-term client relationships through ethical sales practices.

This role involves market development, prospecting, networking, and in-person client meetings across the Rosemont area. A life/health license within 30 days is required or pursuing licensure upon hire.