Financial Professional Opportunity
2 weeks ago
At Western & Southern Life, we are seeking a Financial Representative to join our team. As a Financial Representative, you will play a crucial role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.
The estimated salary for this position is $60,000 - $80,000 per year, depending on experience and qualifications.
Job DescriptionThe primary responsibility of this role is to educate clients, analyze their needs, and recommend tailored solutions in an ethical and client-focused manner. You will provide financial solutions to the right people, in the right way, for the right reasons.
Key Responsibilities:- Identify target markets and develop effective marketing plans to reach middle-market clients.
- Pursue new business opportunities by prospecting and networking with potential clients.
- Schedule appointments with clients to discuss sales, conservation, and service opportunities.
- Prepare thoroughly for all appointments using established processes and consultative practices.
- Evaluate clients' needs and effectively sell insurance and investment solutions.
- Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
- Develop community relationships to strengthen the Western & Southern Life brand at the local level.
To be successful in this role, you must possess a high level of integrity, strong work ethic, and excellent interpersonal, relationship, and influence skills. Effective communication skills, including listening, speaking, and writing, are also essential.
A minimum high school diploma or equivalent is required; a college degree is preferred. Working knowledge of word processing, spreadsheet applications, internet, and email is necessary.
You must obtain and hold State Life and Health license prior to hire and acquire FINRA SIE, Series 6, and Series 63 licenses within one year of employment.
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