Financial Solutions Specialist Middle- Clients
Listed on 2026-10-11
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Finance & Banking
Financial Sales, Financial Advisor / Consultant
Talentify is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, analyzing needs and recommending suitable financial solutions. You will educate clients, assess their needs, and ethically present the right options for their goals.
The role involves prospecting, presenting, and selling insurance and investment products, while maintaining client relationships and professional development to meet regulatory standards.
The Financial Solutions Specialist for Middle-Income Clients role at Western & Southern is now open for applications in College Park, MD, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in College Park, MD, United States.
This opportunity is part of our work in Finance, Sales.
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