More jobs:
Client Retention & Financial Solutions Consultant
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Insurance Sales -
Insurance
Insurance Sales
Job Description & How to Apply Below
Jobtailor in Dallas, TX seeks an experienced client advisor to address client questions, assess financial needs, and educate on product benefits. The role involves advocating for our products, handling inbound transfers for at-risk clients, and conducting outreach to retention targets.
The ideal candidate holds FINRA Series 6/7 and Series 63 licenses with Life/Health Insurance licensure (national) and is prepared to obtain additional issuers within 120 days.
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