Financial Representative

2 days ago

Overland Park, United States Western & Southern Life Full time

Organization : Name:
KANSAS CITY KS

Default: Location : City:
OVERLAND PARK

Overview:

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.

Responsibilities:
  • Identify market(s) and develop appropriate marketing plan.
  • Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
  • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
  • Adequately prepare for all appointments through established processes.
  • Conduct all appointments using Western & Southern Life consultative practices and processes.
  • Effectively sell insurance and investment solutions.
  • Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
  • Market for the purposes of developing the Western & Southern Life brand at the local level.
  • Proactively develop community relationships to cultivate and strengthen presence in target market(s).
  • Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
  • Accurately maintain client and company records, payments, etc., in a timely manner.
  • Operate an automobile during both day and night hours.
Qualifications:
  • High level of integrity.
  • Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
  • Strong interpersonal, relationship, and influence skills.
  • Effective communication skills including listening, speaking and writing.
  • Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
  • The ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willing and able to network for new clients.

Educational Requirements

  • Minimum high school diploma or equivalent; college degree preferred.

Computer Skills and Knowledge of Hardware & Software Required

  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)

  • Obtain and hold State Life and Health license prior to hire.
  • Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.

Position Demands

  • Access to an automobile and ability to maintain a valid drivers license.

  • Financial Representative

    2 days ago

    Overland Park, United States Western & Southern Life Full time

    Organization : Name KANSAS CITY KS Default: Location : City OVERLAND PARK Overview The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial...

  • Financial Services Representative

    2 weeks ago

    Overland Park, United States Enterprise Bank and Trust Full time

    Financial Services Representative at Enterprise Bank and Trust summary: The Financial Services Representative at Enterprise Bank & Trust serves as the front-line customer service associate, welcoming clients and facilitating their banking needs. This role involves account origination, handling transactions, and providing support for consumer loans, all...

  • Financial Services Representative

    4 days ago

    Overland Park, United States Enterprise Bank and Trust Full time

    Financial Services Representative at Enterprise Bank and Trust summary: The Financial Services Representative at Enterprise Bank & Trust is responsible for providing excellent customer service as a frontline associate. This role involves assisting clients with account openings, handling transactions, and resolving inquiries while adhering to banking...

  • Career Opportunities in Financial Services

    7 days ago

    Overland Park, Kansas, United States FIVE RINGS FINANCIAL Full time

    About Five Rings FinancialWe are a dynamic and innovative financial services company with a proven track record of building successful business owners. For over four decades, we have recruited and trained thousands of associates, positively impacting the financial direction of over 800,000 middle-American households across all 50 states.Our objective is...

  • Financial Services Representative

    1 day ago

    Edgewater Park, United States Transamerica Financial Advisors Full time

    Captive Life Insurance/Financial Services representative.Full Training. Top Commissions. Paid Training Allowance.Marketing Allowance.Comprehensive product line. Full Benefits package with Pension.

  • Financial Services Representative

    1 week ago

    Buena Park, California, United States Lobel Financial Corporation Full time

    Financial Services RoleWe are looking for a talented and motivated individual to fill the role of Financial Services Representative. As a key member of our team, you will be responsible for verifying auto loan information through outbound calls and providing exceptional customer service. The ideal candidate will have strong communication skills, attention to...

  • Financial Services Representative

    1 week ago

    Elmwood Park, New Jersey, United States OneMain Financial Full time

    Job DescriptionWe are seeking a highly motivated Financial Services Representative to join our team at OneMain Financial. As a Consumer Loan Sales Specialist, you will be responsible for empowering customers by providing access to friendly, fast, and affordable financing for life's expenses.In this role, you will:Deliver results related to individual and...

  • Financial Services Representative

    7 days ago

    Tinley Park, Illinois, United States PNC Financial Services Group Full time

    We are seeking a highly skilled Financial Services Representative to join our team. As a Full-Time Teller within PNC's Retail Branch organization, you will provide exceptional customer service, accurately perform high volume customer banking transactions, educate customers on new technology and develop banking product referral opportunities through strong...

  • Financial Services Representative

    4 weeks ago

    Overland Park, United States Enterprise Bank and Trust Full time

    Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, were strong,...

  • Enterprise Bank and Trust | Financial Services Representative

    2 weeks ago

    overland park, United States Enterprise Bank and Trust Full time

    Financial Services Representative at Enterprise Bank and Trust summary: The Financial Services Representative at Enterprise Bank & Trust serves as the front-line customer service associate, welcoming clients and facilitating their banking needs. This role involves account origination, handling transactions, and providing support for consumer loans, all...

  • Enterprise Bank and Trust | Financial Services Representative

    7 days ago

    overland park, United States Enterprise Bank and Trust Full time

    Financial Services Representative at Enterprise Bank and Trust summary: The Financial Services Representative at Enterprise Bank & Trust is responsible for providing excellent customer service as a frontline associate. This role involves assisting clients with account openings, handling transactions, and resolving inquiries while adhering to banking...

  • Financial Professional

    2 months ago

    overland park, United States Cetera Investors Full time

    Position Title: Cetera Investors Financial ProfessionalWhat we need:A Financial Professional that has an existing book of business, willing to deepen relationships while managing existing and new client relationships adopting Cetera’s Assets and Tools (RightBridge, Marketing Central, Pentameter, etc.)What you will do:This role maintains an existing book of...

  • Financial Services Representative

    1 week ago

    Elmwood Park, New Jersey, United States OneMain Financial Full time

    About the RoleAt OneMain Financial, we're committed to empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. As a Consumer Loan Sales Specialist, you'll play a crucial role in helping customers achieve their financial goals.Key Responsibilities:Deliver results related to individual and branch sales goals as...

  • Financial Services Representative

    1 month ago

    Overland Park, United States First National Bank of Omaha Full time

    About the JobAs a Personal Banker at First National Bank of Omaha, you will play a vital role in helping customers achieve their financial goals. We are seeking an experienced and customer-focused individual to join our team.Job Summary:Provide exceptional customer service and support to clientsGain a deep understanding of customers' financial needs and...

  • Financial Representative

    3 months ago

    College Park, United States The Western and Southern Life Insurance Company Full time

    Explore Your Future at Western & Southern LifeDo you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western &...

  • Financial Representative

    3 months ago

    College Park, United States The Western and Southern Life Insurance Company Full time

    Explore Your Future at Western & Southern LifeDo you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western &...

  • Financial Representative

    4 months ago

    University Park, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionAs business owners, Financial Representatives at Northwestern Mutual Dallas help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products....

  • Business Development Representative

    1 month ago

    Villa Park, Illinois, United States Darlene Trendl Financial Service Full time

    Company Overview:Darlene Trendl Financial Service is a leading financial services distribution broker that offers a diverse portfolio of over 200 products.About the Role:We are seeking an independent and self-motivated Business Development Representative to join our team as an Independent Financial Services Agent.This non-captive position offers a scalable...

  • Financial Representative Intern

    4 months ago

    University Park, United States Northwestern Mutual Full time

    Job DescriptionJob DescriptionFinancial Representative Interns at Northwestern Mutual help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive...

  • Financial Services Representative

    2 weeks ago

    Comstock Park, Michigan, United States ChoiceOne Financial Services Full time

    Job SummaryThe Part-Time Float Teller will play a vital role in delivering World Class Customer Service by handling banking transactions accurately and efficiently. As the face of ChoiceOne Financial Services, you will provide top-notch service to our customers while growing our business through daily interactions.About UsWe are ChoiceOne Financial Services,...