Financial Services Professional

4 weeks ago

Greensboro NC USA, United States Western & Southern Life Full time

Job Summary

The Financial Representative role at Western & Southern Life is a dynamic position that requires a strong work ethic and excellent interpersonal skills. As a Financial Representative, you will be responsible for meeting the financial needs of middle-income clients by educating them, analyzing their needs, and recommending tailored solutions.

Key Responsibilities

  • Identify market opportunities and develop effective marketing plans.
  • Prospect and network with potential clients to identify qualified leads.
  • Conduct appointments with clients to discuss sales, conservation, and service opportunities.
  • Prepare thoroughly for appointments using established processes and consultative practices.
  • Effectively sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
  • Market the Western & Southern Life brand at the local level.
  • Develop community relationships to strengthen the company's presence in target markets.
  • Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Engage in continuous professional development to enhance skills and knowledge.
  • Maintain accurate records, payments, and other client information.

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, understand financial products, and sell tailored solutions.
  • Ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willingness to network for new clients.

Educational Requirements

  • Minimum high school diploma or equivalent; college degree preferred.

Computer Skills and Knowledge

  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.

Certifications & Licenses

  • State Life and Health license prior to hire.
  • FINRA SIE, Series 6, and Series 63 within one year of employment.

Position Demands

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

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