Financial Services Representative

1 week ago


Baton Rouge, Louisiana, United States Western & Southern Life Full time
About the Role

We are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.

Key Responsibilities
  • Market Analysis and Planning: Identify and develop effective marketing strategies to reach our target market.
  • Client Acquisition and Retention: Prospect and network for new clients, and maintain strong relationships with existing clients to ensure their evolving financial needs are being met.
  • Financial Solutions: Analyze client needs, understand financial products, and sell tailored solutions to meet their goals.
  • Business Development: Develop and implement plans to increase sales, marketing, and service activities.
  • Community Engagement: Proactively develop relationships with local businesses and organizations to cultivate and strengthen our presence in the community.
  • Client Communication: Maintain accurate and timely records, and provide excellent communication to clients and stakeholders.
Requirements
  • Education: Minimum high school diploma or equivalent; college degree preferred.
  • Skills and Knowledge: Strong work ethic, excellent interpersonal and communication skills, and ability to analyze client needs and understand financial products.
  • Certifications and Licenses: 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.
Working Conditions
  • Travel: Access to an automobile and ability to maintain a valid driver's license.


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