Wealth & Risk Advisor for Middle-Income Clients

Talentify; Owings Mills (MD); On-site; USD 45,000 - 75,000; Full time

Job summary

Talentify in Owings Mills, MD is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions, while adhering to ethical practices.

The role involves traveling to meet prospects, securing appointments, delivering consultative sales, and maintaining client records. A high school diploma is required; a Bachelor's degree is preferred, with relevant experience and

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Proven ability to influence a group to a recommended course of action.
• Demonstrated experience setting professional goals and achieving them.
• Integrity and compliance with ethics and industry regulations.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network for middle-market clients by identifying qualified candidates.
• Contacts and secures in-person appointments for sales, conservation, and service.
• Prepares for and conducts appointments using consultative practices.
• Effectively sells insurance and investment solutions.
• Plans for and schedules sales, marketing, and service activities.
• Markets locally to develop the Western & Southern Life brand.
• Develops community relationships to strengthen market presence.
• Maintains client contact to meet evolving financial needs.
• Engages in ongoing professional development.
• Maintains client and company records accurately.
• Requires reliable transportation and valid auto insurance.
• Performs other duties as assigned.
• Complies with policies and standards.

Skills

Communication skills

Sales experience

Strong work ethic

Interpersonal skills

Compliance awareness

Education

High School Diploma

Bachelor's Degree

Job description

Talentify in Owings Mills, MD is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions, while adhering to ethical practices.

The role involves traveling to meet prospects, securing appointments, delivering consultative sales, and maintaining client records. A high school diploma is required; a Bachelor's degree is preferred, with relevant experience and