Wealth & Risk Advisor for Middle-Income Clients

Talentify; Sacramento (CA); On-site; USD 45,000 - 75,000; Full time

Job summary

Talentify in Sacramento seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend appropriate financial solutions.

The role involves identifying markets, prospecting in the field, and scheduling in-person meetings to sell insurance and investment products while maintaining accurate client records and ensuring compliance.

Qualifications

• High School Diploma is required.
• Bachelor's Degree preferred.
• License to sell life and health insurance is required or must be obtained within 30 days of hire.

Responsibilities

• Identifies market(s) and develops a marketing plan to sell insurance and investment solutions.
• Travels within market(s) to prospect and network with middle‑market clients.
• Contacts and secures in‑person appointments for sales, service, and client retention.
• Sells insurance and investment products in an ethical, client‑focused manner.
• Maintains client records, payments, and other documentation accurately and timely.

Skills

Sales mindset

Client relationship building

Prospecting

Communication skills

Education

High School Diploma

Bachelor's Degree

Tools

Driver's license

Life & health license

Job description

Talentify in Sacramento seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend appropriate financial solutions.

The role involves identifying markets, prospecting in the field, and scheduling in-person meetings to sell insurance and investment products while maintaining accurate client records and ensuring compliance.