Financial Representative

4 weeks ago

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

INDIANA NORTHWEST IN

Default: Location : City

MERRILLVILLE

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.

  • Admission Representative

    1 month ago

    Merrillville, United States Denmark College Full time

    **About us** Denmark College provides educational programs that deliver real-life career skills in high demand occupations that lead to employment upon graduation and a lifetime of professional growth. Overview: **Responsibilities**: - Provide information and guidance to prospective students on academic programs, admission requirements, and financial aid...

  • Outside Sales Representative

    2 weeks ago

    Merrillville, United States Tri-County Roofing & Gutters Full time

    Job DescriptionJob DescriptionAre you an energetic and outgoing person who loves to meet new people? Do you have a passion for sales and the drive to succeed? If so, this is the job for you!As a full-time Outside Sales Representative for Tri-County Roofing & Gutters in Valparaiso, IN, you'll earn a competitive commission-based salary that rewards your...

  • Outside Sales Representative

    1 day ago

    Merrillville, United States Tri-County Roofing & Gutters Full time

    Job DescriptionJob DescriptionAre you an energetic and outgoing person who loves to meet new people? Do you have a passion for sales and the drive to succeed? If so, this is the job for you!As a full-time Outside Sales Representative for Tri-County Roofing & Gutters in Valparaiso, IN, you'll earn a competitive commission-based salary that rewards your...

  • Call Center Representative

    2 months ago

    Merrillville, United States Peoples Bank Full time

    **Job Summary** The Customer Solutions Center Representative is accountable for delivering best-in-class customer service via telephone and electronic channels in a fast-paced, multi-media contact center. The CSCR is accountable for working cross-functionally with other banking groups to maximize effectiveness and ensure a positive, productive customer...

  • Call Center Representative

    2 months ago

    Merrillville, United States Peoples Bank Full time

    Job DescriptionJob DescriptionJob SummaryThe Customer Solutions Center Representative is accountable for delivering best-in-class customer service via telephone and electronic channels in a fast-paced, multi-media contact center. The CSCR is accountable for working cross-functionally with other banking groups to maximize effectiveness and ensure a positive,...

  • Call Center Representative

    2 days ago

    Merrillville, United States Peoples Bank Full time

    Job DescriptionJob DescriptionJob SummaryThe Customer Solutions Center Representative is accountable for delivering best-in-class customer service via telephone and electronic channels in a fast-paced, multi-media contact center. The CSCR is accountable for working cross-functionally with other banking groups to maximize effectiveness and ensure a positive,...

  • Sales Representative

    1 week ago

    Merrillville, United States American National Insurance Full time

    Job DescriptionJob DescriptionWhat is success to you? Is it helping people in your community? Is it cultivating relationships? Is it managing yourself and your opportunities? If you define success by these things, and you want to be passionate about your career, you should be at American National.Being an agent representing American National is so much more...

  • Customer Advocate

    5 days ago

    Merrillville, United States Community Choice Financial Family of Brands Full time

    Overview: As a Customer Service Representative, you will play an essential part in ensuring that our loyal and new customers receive the best service possible while accessing the financial products they need. You will serve as an extension of the brand by exuding our shared values and participating in Company programs that support customer advocacy, store...

  • Call Center Representative

    1 month ago

    Merrillville, United States Peoples Bank Full time

    Job SummaryThe Customer Solutions Center Representative is accountable for delivering best-in-class customer service via telephone and electronic channels in a fast-paced, multi-media contact center. The CSCR is accountable for working cross-functionally with other banking groups to maximize effectiveness and ensure a positive, productive customer experience...

  • Call Center Representative

    2 days ago

    Merrillville, United States Peoples Bank Full time

    Job SummaryThe Customer Solutions Center Representative is accountable for delivering best-in-class customer service via telephone and electronic channels in a fast-paced, multi-media contact center. The CSCR is accountable for working cross-functionally with other banking groups to maximize effectiveness and ensure a positive, productive customer experience...

  • Outside Sales Representative

    1 week ago

    Merrillville, United States ADT Full time

    **ADT Is Continuing To Grow! Hiring Solutions Advisors Today. **_**$1,500 Sign-On Bonus!**_ Do you want to do a job that could potentially save lives every day? Do you want to be on the forefront of a technology partnership that will help create the future of smart security and home automation? Then today is a good day to become an ADT Solutions Advisor....

  • Member Service Representstive

    1 month ago

    Merrillville, United States Members Source CU Full time

    Job DescriptionJob DescriptionCredit Union in search of Member Service Rep. Must have cash handling and customer service experience. M-S hours. Member Service Representative Members Source Credit Union, a growing financial institution with over $90 million in assets, has an opportunity for a Member Service Representative to join our team. This position...

  • Member Service Representstive

    2 days ago

    Merrillville, United States Members Source CU Full time

    Job DescriptionJob DescriptionCredit Union in search of Member Service Rep. Must have cash handling and customer service experience. M-S hours. Member Service Representative Members Source Credit Union, a growing financial institution with over $90 million in assets, has an opportunity for a Member Service Representative to join our team. This position...

  • Associate Attorney

    1 month ago

    Merrillville, United States Cassiday Schade LLP Full time

    Job DescriptionJob DescriptionCassiday Schade LLP is actively seeking to add an Associate Attorney with 3+ years of litigation experience to its Merrillville, Indiana office. The individual must be dedicated, highly motivated, and interested in practicing among our team of more than 100 attorneys who value legal acumen, collaboration, open and honest...

  • Associate Attorney

    1 day ago

    Merrillville, United States Cassiday Schade LLP Full time

    Job DescriptionJob DescriptionCassiday Schade LLP is actively seeking to add an Associate Attorney with 3+ years of litigation experience to its Merrillville, Indiana office. The individual must be dedicated, highly motivated, and interested in practicing among our team of more than 100 attorneys who value legal acumen, collaboration, open and honest...

  • Part-time Universal Banker I

    1 month ago

    Merrillville, United States Peoples Bank Full time

    **This is a great opportunity for a Part-time Universal Banker I!** **JOB SUMMARY** Provide prompt, efficient, and friendly service to ensure an Excellent Customer Experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks accurately and efficiently...

  • Dental Front Desk

    3 weeks ago

    Merrillville, United States United Dental Partners Full time

    *\*\*$1500 SIGN ON BONUS\*\**We are seeking a friendly, organized, and customer-focused Front Desk Representative to join our dental office team. As the first point of contact for our patients, the Front Desk Representative plays a crucial role in ensuring a positive and welcoming experience for all visitors. This position requires excellent communication...

  • Customer Solutions Center Manager

    2 days ago

    Merrillville, United States Peoples Bank Full time

    **JOB SUMMARY**: The Customer Solutions Center Manager role involves leading and managing a team of customer service representatives within a contact center environment that supports digital banking, treasury management, and general banking inquiries. This position is responsible for developing and executing strategies to optimize operations, enhance...

  • Insurance Sales Agent

    1 month ago

    Merrillville, United States AAA The Auto Club Group Full time

    It’s a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD **Job Type**: Full time Exempt/Non Exempt: Hourly **Job Description**: **Job Description**: - Why Choose a Career with the AAA The Auto Club Group (ACG)- Established brand that has been around for over 100 years. Our members know and trust us! ...

  • Part-time Universal Banker I

    1 month ago

    Merrillville, United States Peoples Bank Full time

    Job DescriptionJob DescriptionThis is a great opportunity for a Part-time Universal Banker I!Job SummaryProvide prompt, efficient, and friendly service to ensure an Excellent Customer Experience for all customers and employees. Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services. Perform all tasks...