Financial Advisor

Simple Staffing Group

. Prospect for potential clients through keyword searches and various channels.

Posted 10/22/2026full-timeColumbus • Ohio • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong sales acumen and the ability to build and maintain client relationships while providing personalized insurance solutions. Exhibits an entrepreneurial mindset and a commitment to continuous learning through mentorship and training.

Highest-signal resume keywords

Sales ExperienceInsurance KnowledgeClient Relationship ManagementEntrepreneurial MindsetExcellent Communication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Soft Skills

Interpersonal SkillsMotivated Self-StarterAbility To Work IndependentlyTeam Collaboration

Industry Keywords

Financial ProductsProspectingMentorshipFranchise OpportunityBackground Check

About the role

Key responsibilities & impact

Prospect for potential clients through keyword searches and various channels.
Provide personalized service, understand clients' financial needs, and recommend suitable insurance products.
Build and maintain relationships with diverse clients for future sales and referrals.
Participate in daily mentorship and training sessions.
Build a business and team of agents through the non-captive, scalable franchise opportunity.
Access a platform offering more than 200 financial products.

Requirements

What you’ll need

Motivated self-starter with an entrepreneurial mindset.
Must be 18+
Able to clear a background check.
Position only available in US.
No prior experience required – comprehensive training provided.
Interest in sales, insurance, and entrepreneurship.
Excellent communication and interpersonal skills.
Ability to work independently and as part of a team.

Benefits

Comp & perks

Flexible time commitment - part-time and full-time opportunities available.
Competitive income range: (full commission).
Non-captive position with scalability for building your own franchise.
Access to a wide range of financial products through our established platform.
Licensing assistance provided.
Daily mentorship and training sessions.