Financial Representative

4 weeks ago

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

CHICAGO-NORTH SHORE IL

Default: Location : City

SKOKIE

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.

  • Financial Representative

    2 months ago

    Skokie, 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 days ago

    Skokie, 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

    2 weeks ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionFinancial Representative- Northwestern Mutual North Shore Network Office- Skokie, ILJOB DESCRIPTION:As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Representative are supported by training programs,...

  • Financial Representative

    3 days ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionFinancial Representative- Northwestern Mutual North Shore Network Office- Skokie, ILJOB DESCRIPTION:As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Representative are supported by training programs,...

  • Financial Representative- Northwestern Mutual

    2 weeks ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionFinancial Representative- Northwestern MutualNorth Shore Network Office- Skokie, ILJOB DESCRIPTION:As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Representative are supported by training programs,...

  • Financial Representative- Northwestern Mutual

    3 days ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionFinancial Representative- Northwestern MutualNorth Shore Network Office- Skokie, ILJOB DESCRIPTION:As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Representative are supported by training programs,...

  • Administrative Assistant to Financial Representative Sanjay Arora

    1 week ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionOVERALL FUNCTIONOpen to this being a full-time or part-time role.The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The assistant is a liaison between the home...

  • Administrative Assistant to Financial Representative Sanjay Arora

    3 days ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionOVERALL FUNCTIONOpen to this being a full-time or part-time role.The financial representative assistant specializes in client service to ensure the maintenance of an efficient, organized office that allows the representative to focus his/her energy on building client relationships. The assistant is a liaison between the home...

  • Financial Advisor

    2 weeks ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionFinancial Representative- Northwestern MutualNorth Shore Network Office- Skokie, ILJOB DESCRIPTION:As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Representative are supported by training programs,...

  • Financial Advisor

    3 days ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionFinancial Representative- Northwestern MutualNorth Shore Network Office- Skokie, ILJOB DESCRIPTION:As a Financial Representative you will build long-lasting relationships, offer guidance and provide solutions to help clients meet their financial goals and objectives. Financial Representative are supported by training programs,...

  • Financial Professional Trainee

    6 days ago

    Skokie, United States Mutual of Omaha Full time

    Financial Representative Trainee - Chicago, IL Location: Illinois Work Type: Full Time Regular Job No: 502880 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Professional Trainee

    1 day ago

    Skokie, United States Mutual of Omaha Full time

    Financial Representative Trainee - Chicago, IL Location: Illinois Work Type: Full Time Regular Job No: 502880 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until Filled SHAREAs a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and...

  • Financial Advisor Development Program

    2 weeks ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionJob descriptionFinancial Advisor Development Program Participants of the Financial Advisor Development Program at Northwestern Mutual Greater Chicago- Skokie, Elgin, Lombard, Vernon Hills, West Loop, Aurora are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...

  • Financial Advisor Development Program

    3 days ago

    Skokie, United States Northwestern Mutual - Greater Chicago Full time

    Job DescriptionJob DescriptionJob descriptionFinancial Advisor Development Program Participants of the Financial Advisor Development Program at Northwestern Mutual Greater Chicago- Skokie, Elgin, Lombard, Vernon Hills, West Loop, Aurora are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...

  • Insurance Sales Representative

    6 days ago

    Skokie, United States Tnt Capital, Inc. Full time

    This is not your typical sales job!?As an Insurance Sales Representative, you will engage new prospects and build?strong relationships with the community. As an Insurance Sales Representative you will work as a member of a sales team focused on providing insurance and financial products that help customers protect their homes, cars, and retirement incomes,...

  • Insurance Sales Representative

    1 month ago

    Skokie, United States Tnt Capital, Inc. Full time

    Job DescriptionJob DescriptionThis is not your typical sales job!?As an Insurance Sales Representative, you will engage new prospects and build?strong relationships with the community. As an Insurance Sales Representative you will work as a member of a sales team focused on providing insurance and financial products that help customers protect their homes,...

  • Assistant Financial Controller

    3 weeks ago

    Skokie, United States Illinois CPA Society Full time

    Oakton College, a caring community of educators dedicated to excellence and learning, invites applications for the Assistant Financial Controller (AFC24) A premier comprehensive community college, Oakton is 17 miles from downtown Chicago. Oakton serves the near northern suburbs of Chicago with campuses in Des Plaines and Skokie with buildings totaling over...

  • Patient Access Representative Ii

    3 days ago

    Skokie, United States Edward-Elmhurst Health Full time

    Patient Access Representative II - Skokie Hospital Position Highlights: - Position: Patient Access Representative II - Location: Skokie, IL - Full Time (40 hours per week) - Hours: M-F 9:30 am - 6:00 pm, One Saturday every 4 weeks - Required Travel: N/A What you will do: - Act as an internal/external resource for all customer groups by providing access...

  • Patient Access Representative Ii

    12 hours ago

    Skokie, United States Edward-Elmhurst Health Full time

    Patient Access Representative II Position Highlights: - Position: Patient Access Representative II - Location: Skokie, IL - Full Time (32 hours per week) - Hours: Monday - Friday, 7:00 am - 1:30 pm, One Saturday per month, One Holiday per year - Required Travel: N/A What you will do: - Act as an internal/external resource for all customer groups by...

  • Patient Access Representative I

    3 days ago

    Skokie, United States Edward-Elmhurst Health Full time

    Job Description - Position Highlights: - Position: Inbound Call Center Representative/Patient Access Representative I - Location: Skokie, IL - Onsite for the first 6 to 9 months. Option for remote work after 6 to 9 months upon completion of a successful training period - Full Time/Part Time: [Full Time] - Hours: Monday-Friday, half day Saturday - Position...