Wealth & Risk Solutions Advisor

Talentify; St. Louis (MO); On-site; USD 40,000 - 70,000; Full time

Job summary

Talentify is hiring a Financial Representative in Saint Louis, MO. The role focuses on educating middle-income clients about risk protection, financial security, and wealth creation, while analyzing needs and recommending suitable financial solutions.

The position involves prospecting, meeting clients, and maintaining strong relationships to ensure evolving financial needs are met. High integrity and ability to drive results are essential.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Proven ability to influence a group to a recommended course of action preferred.
• Integrity regarding compliance with ethics and privacy policies required.

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, conservation, and service.
• Sell insurance and investment solutions using consultative practices.
• Maintain client records and comply with policies and standards.

Skills

Interpersonal skills

Goal oriented

Teamwork

Strong work ethic

Sales aptitude

Education

High School Diploma

Bachelor's Degree

Job description

Talentify is hiring a Financial Representative in Saint Louis, MO. The role focuses on educating middle-income clients about risk protection, financial security, and wealth creation, while analyzing needs and recommending suitable financial solutions.

The position involves prospecting, meeting clients, and maintaining strong relationships to ensure evolving financial needs are met. High integrity and ability to drive results are essential.