Financial Solutions Advisor

Key Responsibilities Consults on investment and insurance strategies Develops financial plans for clients Grows and retains an investment and insurance book of business Owns the client experience, efficiently handling sales and service Identifies sales opportunities and makes referrals to internal business partners Acquires, expands and maintains client relationships through branch business development and outbound calling Applies product and procedural knowledge to solve client problems appropriately and efficiently Establishes individual financial plans based on client financial needs and objectives Monitors financial plans and recommends changes as needed Coaches and educates branch staff and internal business partners to identify investment opportunities Leads the branch team on actions to achieve investment results Qualifications University/college degree with A comparable combination of education, job‑specific certification(s), and experience (including military service) may be considered FINRA Series 7 and Series 66 (or 63, 65) required Life and Health Insurance required Hard Skills Financial planning Investment strategies Insurance strategies Sales techniques Client relationship management Problem solving Business development Outbound calling Coaching Monitoring financial plans Soft Skills Client experience management Communication Interpersonal skills Leadership Team collaboration Educational skills Sales opportunity identification Service efficiency Relationship building Adaptability #J-18808-Ljbffr Jobtailor