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Financial Services Representative
2 months ago
At Western & Southern Life, we are seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.
Key Responsibilities- Market Development: Identify and develop effective marketing strategies to reach and engage with middle-market clients.
- Client Acquisition: Prospect and network for new clients, and secure appointments to discuss their financial needs and provide solutions.
- Sales and Service: Effectively sell insurance and investment solutions to clients, and provide ongoing service to ensure their evolving financial needs are being met.
- Community Engagement: Develop and maintain relationships with local business leaders and community organizations to build brand awareness and drive business growth.
- Professional Development: Stay up-to-date with industry trends and best practices through ongoing training and professional development.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- License and Certifications: Obtain and hold State Life and Health license prior to hire, and obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
- Computer Skills: Working knowledge of word processing and spreadsheet applications, and working knowledge of internet and email.
As a Financial Representative at Western & Southern Life, you will have the opportunity to build a successful career in a dynamic and supportive environment. We offer competitive compensation and benefits, as well as ongoing training and professional development opportunities.
