Financial Representative

1 month ago

Hermitage, United States Western & Southern Life Full time
Organization : Name

SHENANGO VALLEY PA

Default: Location : City

HERMITAGE

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 driver's license.

  • Patient Service Representative

    4 weeks ago

    Hermitage, United States HCA Healthcare Full time

    Description IntroductionDo you have the career opportunities as a(an) Patient Service Representative you want with your current employer? We have an exciting opportunity for you to join TriStar Summit Medical Center which is part of the nations leading provider of healthcare services, HCA Healthcare.BenefitsTriStar Summit Medical Center, offers a total...

  • Patient Service Representative

    2 weeks ago

    Hermitage, United States HCA Healthcare Full time

    Description IntroductionDo you have the career opportunities as a(an) Patient Service Representative you want with your current employer? We have an exciting opportunity for you to join TriStar Summit Medical Center which is part of the nations leading provider of healthcare services, HCA Healthcare.BenefitsTriStar Summit Medical Center, offers a total...

  • Patient Service Representative

    4 weeks ago

    Hermitage, United States HCA Healthcare Full time

    Description IntroductionDo you have the career opportunities as a(an) Patient Service Representative you want with your current employer? We have an exciting opportunity for you to join TriStar Summit Medical Center which is part of the nations leading provider of healthcare services, HCA Healthcare.BenefitsTriStar Summit Medical Center, offers a total...

  • Patient Services Representative PRN

    4 weeks ago

    Hermitage, United States HCA Healthcare Full time

    Description IntroductionDo you have the PRN career opportunities as a(an) Patient Services Representative PRN you want with your current employer? We have an exciting opportunity for you to join TriStar Summit Medical Center which is part of the nations leading provider of healthcare services, HCA Healthcare.BenefitsTriStar Summit Medical Center, offers a...

  • Patient Services Representative PRN

    2 weeks ago

    Hermitage, United States HCA Healthcare Full time

    Description IntroductionDo you have the PRN career opportunities as a(an) Patient Services Representative PRN you want with your current employer? We have an exciting opportunity for you to join TriStar Summit Medical Center which is part of the nations leading provider of healthcare services, HCA Healthcare.BenefitsTriStar Summit Medical Center, offers a...

  • Insurance and Financial Services Position

    3 weeks ago

    Hermitage, United States Andrew Brecht - State Farm Agent Full time

    Job DescriptionJob DescriptionBenefits:Bonus based on performanceCompany partiesPaid time offSigning bonusROLE DESCRIPTION:Andrew Brecht State Farm is searching for a competitive Producer who can recognize opportunities and strategically turn leads into long-lasting customer relationships. As our insurance and financial services team member, your knowledge...

  • Senior Collections Representative

    1 month ago

    Hermitage, United States First National Bank (FNB Corp.) Full time

    Primary Office Location: 3014 East State Street. Hermitage, Pennsylvania. 16148. Join our team. Make a difference - for us and for your future. Position Title: Loan Adjustor 3 Business Unit: Retail Lending Reports to: Various Position Overview: This position is primarily responsible for collecting late-stage delinquent accounts including recovery...

  • Senior Collections Representative

    2 weeks ago

    Hermitage, United States First National Bank (FNB Corp.) Full time

    Primary Office Location: 3014 East State Street. Hermitage, Pennsylvania. 16148. Join our team. Make a difference - for us and for your future. Position Title: Loan Adjustor 3 Business Unit: Retail Lending Reports to: Various Position Overview: This position is primarily responsible for collecting late-stage delinquent accounts including recovery...

  • Customer Service Representative

    3 weeks ago

    Hermitage, United States Signature Flight Support Full time

    Job Description Signature Aviation is a market leading global aviation services provider with over 220 locations and 6,000 employees worldwide. - Eligible team members enjoy a wide array of benefits including health and welfare options, generous 401K match, paid time off, tuition assistance, and limitless opportunities for training and development....

  • Customer Service Representative

    3 weeks ago

    Hermitage, United States Signature Flight Support Corporation Full time

    Job DescriptionJob DescriptionSignature Aviation is a market leading global aviation services provider with over 220 locations and 6,000 employees worldwide.  Eligible team members enjoy a wide array of benefits including health and welfare options, generous 401K match, paid time off, tuition assistance, and limitless opportunities for training and...

  • Personal Banker II

    1 day ago

    Hermitage, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Manager In Training

    2 weeks ago

    Hermitage, United States Circle K Full time

    Great Lakes BU - Region 01 - Market 01: 470 N Buhl Farm Drive, Hermitage, Pennsylvania 16148Availability - Shift/DaysFlexible AvailabilityMinimum QualificationsThe minimum qualifications for a Store Manager are:High School diploma or GED preferred.Experience in retail sales preferred.Experience to perform the essential duties, responsibilities and working in...

  • Manager In Training

    2 weeks ago

    Hermitage, United States Circle K Full time

    Great Lakes BU - Region 01 - Market 01: 470 N Buhl Farm Drive, Hermitage, Pennsylvania 16148Availability - Shift/DaysFlexible AvailabilityMinimum QualificationsThe minimum qualifications for a Store Manager are:High School diploma or GED preferred.Experience in retail sales preferred.Experience to perform the essential duties, responsibilities and working in...

  • Patient Care Tech

    1 week ago

    Hermitage, United States Williamson Health Full time

    Job DescriptionSummaryLocated in Franklin, Tennessee, Williamson Health is one of the South's most exceptional health care systems with a 203 bed hospital (Williamson Medical Center), over 40 providers at our Williamson Health Medical Group locations, the Bone & Joint Institute and the Monroe Carell Junior Children's Hospital Vanderbilt at Williamson...

  • Dist Suppt Pharmacist PT

    2 weeks ago

    Hermitage, United States CVS Health Full time

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we...

  • Family Nurse Practitioner/ Physician Assistant at Ascension Saint Thomas Urgent Care

    1 week ago

    Hermitage, United States Urgent Team Management Part time

    Ascesnion Saint Thomas Urgent Care, with 20 locations in Arkansas, is an affiliate of Urgent Team, one of the largest independent operators of urgent and family care centers in the Southeast. The Urgent Team Family of Centers provides quality and affordable family healthcare at more than 85 locations under seven brands. ABOUT ASCESNSION SAINT THOMAS URGENT...

  • Physician Assistant

    1 week ago

    Hermitage, United States Urgent Team Full time

    Ascension Saint Thomas Urgent Care is looking for dedicated, compassionate, and experienced Nurse Practitioners to join our dynamic healthcare team in Hermitage, TN.  FT and PRN opportunities are available! ABOUT ASCESNSION SAINT THOMAS URGENT CARE:Ascesnion Saint Thomas Urgent Care, with 20 locations in Tennessee, is an affiliate of Urgent Team, one of the...

  • Physician Assistant

    1 week ago

    Hermitage, United States Urgent Team Management Full time

    Job DescriptionAscension Saint Thomas Urgent Care is looking for dedicated, compassionate, and experienced Nurse Practitioners to join our dynamic healthcare team in Hermitage, TN.  FT and PRN opportunities are available!ABOUT ASCESNSION SAINT THOMAS URGENT CARE:Ascesnion Saint Thomas Urgent Care, with 20 locations in Tennessee, is an affiliate of Urgent...

  • Physician Assistant

    1 week ago

    Hermitage, United States Urgent Team Management Full time

    Ascension Saint Thomas Urgent Care is looking for dedicated, compassionate, and experienced Nurse Practitioners to join our dynamic healthcare team in Hermitage, TN. FT and PRN opportunities are available! ABOUT ASCESNSION SAINT THOMAS URGENT CARE:Ascesnion Saint Thomas Urgent Care, with 20 locations in Tennessee, is an affiliate of Urgent Team, one of the...

  • Physician Assistant

    2 weeks ago

    Hermitage, Tennessee, 37076, Davidson County, TN, United States Urgent Team Management Full time

    Ascension Saint Thomas Urgent Care is looking for dedicated, compassionate, and experienced Nurse Practitioners to join our dynamic healthcare team in Hermitage, TN. FT and PRN opportunities are available! ABOUT ASCESNSION SAINT THOMAS URGENT CARE:Ascesnion Saint Thomas Urgent Care, with 20 locations in Tennessee, is an affiliate of Urgent Team, one of the...