Job description

Experience in Sales will be helpful.

Job description:

• Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
• Answering client questions about financial plans and strategies and giving financial advice.
• Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives.
• Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.
• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.
• Implementing financial plans or referring clients to professionals who can help them.
• Managing and updating client portfolios.
• Contacting clients regularly to discover changes in their financial status.

Building and maintaining your client base.

Job Types: Full-time, Part-time

Pay: From $4,000.00 per month

Schedule:

• Day shift
• Evening shift

Supplemental pay types:

• Bonus pay
• Commission pay

Ability to commute/relocate:

• Bakersfield, CA 93301: Reliably commute or planning to relocate before starting work (Preferred)

Experience:

• Sales: 1 year (Preferred)

Work Location: In person

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