Financial Representative

4 weeks ago

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

HARLINGEN TX

Default: Location : City

HARLINGEN

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.

  • Associate Financial Representative

    7 days ago

    Harlingen, United States Modern Woodmen of America Full time

    People are looking for individualized financial advice they can trust. They need your help, and they are everywhere. That means you can build your Modern Woodmen business right where you are.At Modern Woodmen of America, we have passion and purpose. We believe in what we do. And we’re rewarded with excellent benefits, flexibility and friendships that last...

  • Patient Advocate Representative

    4 weeks ago

    Harlingen, United States Conifer Health Solutions Full time

    Job DescriptionJOB SUMMARY Responsible for screening self-pay patients at hospital bedside for eligibility in various governmental and non-governmental programs. Responsible for identifying all sources of potential payors including auto insurance, Workers' Compensation, commercial insurance, private insurance, TPL, etc. to route account appropriately in the...

  • Commercial Sales Representative I

    4 weeks ago

    Harlingen, United States International Bank of Commerce Full time

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects it's dedication to the growth and success of it's employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement...

  • Commercial Sales Representative I

    2 months ago

    Harlingen, United States International Bank of Commerce Full time

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects it's dedication to the growth and success of it's employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement...

  • Assistant Store Manager

    2 days ago

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

    Job DescriptionOverview: Assistant Store Manager (Bilingual) As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk...

  • Assistant Store Manager

    3 days ago

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

    Overview: Assistant Store Manager (Bilingual) As Assistant Store Manager, you will serve as a trusted advisor to our customers looking for quick and reliable financial solutions. Our Assistant Store Managers develop their leadership skills in real-time by assisting the Store Manager with account management, customer outreach, and risk management. You will...

  • Office Representative

    2 weeks ago

    Harlingen, Texas, United States Tito Resendez - State Farm Agent Full time

    Position OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesProvide prompt, accurate, and friendly customer...

  • Office Representative

    1 month ago

    Harlingen, United States Tito Resendez - State Farm Agent Full time

    Position OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesProvide prompt, accurate, and friendly customer...

  • Office Representative

    1 month ago

    Harlingen, United States Tito Resendez - State Farm Agent Full time

    Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Provide prompt, accurate, and friendly...

  • Office Representative

    1 month ago

    Harlingen, United States Tito Resendez - State Farm Agent Full time

    Job DescriptionJob DescriptionPosition OverviewAre you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.ResponsibilitiesProvide prompt,...

  • Staff Pharmacist FT

    1 month ago

    Harlingen, 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...

  • Teller I

    1 month ago

    Harlingen, United States Lone Star National Bancshares Full time

    Job DetailsJob Location Harlingen - Harlingen, TX Description The Teller I (PT) is an enthusiastic, highly motivated self-starter with a strong work ethic who delivers exceptional quality customer service with a positive attitude. The Teller I (PT) accurately & efficiently processes transactions while building relationships with customers to identify...