Financial Services Professional

2 weeks ago


Youngstown, Ohio, United States Western & Southern Life Full time
Job Title: Financial Representative

Job Summary:

The Financial Representative is a key role in meeting the financial needs of middle-income clients. This position involves educating clients, analyzing their needs, and recommending tailored solutions to achieve financial security and wealth creation.

Responsibilities:

  • Develop and implement effective marketing strategies to identify and engage with middle-market clients.
  • Prospect and network to identify qualified leads and establish relationships with potential clients.
  • Conduct appointments with clients to provide financial solutions and services.
  • Prepare and present financial plans and recommendations to clients.
  • Sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities to meet client needs.
  • Develop and maintain community relationships to strengthen the company's presence in the target market.
  • Maintain accurate records of client interactions and financial transactions.
  • Engage in ongoing professional development to enhance skills and knowledge.

Qualifications:

  • High level of integrity and strong work ethic.
  • Excellent interpersonal, relationship, and influence skills.
  • Effective communication skills, including listening, speaking, and writing.
  • Ability to analyze client needs and provide tailored solutions.
  • Ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.

Requirements:

  • Minimum high school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing, spreadsheet applications, and internet/email.
  • State Life and Health license and FINRA SIE, Series 6, and Series 63 certifications within one year of employment.

Position Demands:

  • Access to an automobile and valid driver's license.


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