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Sales Advisor
Job in
Dubuque, Dubuque County, Iowa, 52001, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant -
Insurance
Financial Advisor / Consultant
Job Description & How to Apply Below
- Engage with clients to understand their financial goals, aspirations, and concerns
- Develop comprehensive financial plans that include investments, insurance, and retirement
- Recommend and implement insurance strategies to protect clients' assets and income
- Monitor clients' financial plans and provide regular updates, adjusting strategies as needed
- Build and maintain a network of clients through referrals, community involvement, and professional associations
- Bachelor's Degree is strongly preferred or military equivalent
- Previous experience in financial services, insurance or business development is beneficial but not required
- Strong interpersonal and communication skills
- Analytical thinking
- Ability to build trust and rapport with clients
- Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available)
Demonstrates expertise in developing comprehensive financial plans, including investments, insurance, and retirement strategies, while effectively engaging with clients to understand their financial goals. Proficient in building trust and rapport, and capable of obtaining necessary financial licenses to enhance client service.
Highest-signal resume keywords- Financial Planning
- Client Engagement
- Insurance Strategies
- Analytical Thinking
- Interpersonal Skills
Hard Skills
- Financial Planning
- Investment Strategies
- Insurance Strategies
- Retirement Planning
- Analytical Thinking
- Interpersonal Skills
- Communication Skills
- Trust Building
- Rapport Building
- Series 6 License
- Series 63 License
- State Insurance Licenses
- Financial Services
- Insurance
- Business Development
- Client Network
- Community Involvement
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