Kohr Consulting, LLC

Financial Advisor/Agent

Kohr Consulting, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Mission Viejo • California • United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Build connections and establish relationships with new clients.
  • Assess clients' assets, liabilities, and overall financial situations to align them with their goals and desires.
  • Gather information that reflects clients' visions for the future.
  • Research and develop strategies to achieve those visions.
  • Implement financial and insurance products that support the client's overall objectives.
  • Periodically review progress with the client as needed.
  • Provide clients with guidance on investment strategies, insurance solutions, and other financial decisions throughout their lives.

Requirements

  • Prior experience in insurance, investments, banking, finance, or related fields is essential.
  • Proficiency in computer skills and various software programs is also required.
  • A good understanding of different investment products and services is necessary.
  • Ability to build strong relationships with clients.
  • Strong analytical and critical thinking skills.
  • Exceptional written and verbal communication abilities.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial analysisinvestment strategiesinsurance productsclient assessmentfinancial planning
Soft Skills
relationship buildinganalytical skillscritical thinkingwritten communicationverbal communication