Financial Representative

The Financial Representative role involves educating middle-income clients on risk protection, financial security, and wealth creation, analyzing their needs, and ethically selling suitable financial solutions.

• Develops marketing plans and networks within target markets to identify and contact prospective clients.
• Conducts in-person appointments to sell insurance and investment products, utilizing consultative practices.
• Plans and schedules sales, marketing, and service activities, while building community relationships to enhance local presence.
• Maintains ongoing client contact to meet evolving financial needs and ensures accurate record-keeping.
• Engages in continuous professional development, complies with policies, and maintains required licenses.
• Requires reliable transportation, strong interpersonal skills, and the ability to analyze financial information.
• Works in various settings, often involving extended hours and travel, with duties including communication, data analysis, and client relationship management.