Financial Services Professional
1 week ago
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 on risk protection, financial security, and wealth creation.
Key Responsibilities- Identify and develop marketing plans to reach middle-market clients
- Prospect and network for new clients through identification of qualified names and initial contacts
- Secure appointments with prospective and existing clients for sales, conservation, and service
- Prepare for appointments through established processes and conduct meetings using Western & Southern Life 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 and develop community relationships to cultivate and strengthen presence in target markets
- Maintain personal contact with clients to ensure their evolving financial needs are being met
- Engage in continuous professional development to improve skills and knowledge
- Accurately maintain client and company records, payments, etc., in a timely manner
- High level of integrity and strong work ethic
- Strong 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
- The ability to influence others to take needed action
- Demonstrate personal drive and resilience to achieve goals
- Willing and able to network for new clients
- Minimum high school diploma or equivalent; college degree preferred
- Obtain and hold State Life and Health license prior to hire
- Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment
- Access to an automobile and ability to maintain a valid driver's license
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Financial Services Professional
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College Park, Maryland, United States The Western and Southern Life Insurance Company Full timeUnlock Your Potential at Western & Southern LifeAre you a motivated individual with strong interpersonal skills looking to grow in your career? If you're driven by new challenges and want to make a meaningful impact, you may be an ideal fit for a role at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company.As a...
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Financial Services Professional
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College Park, Maryland, United States Western & Southern Life Full timeJob SummaryThe Financial Representative role at Western & Southern Life is a dynamic position that requires a strong work ethic and a passion for helping clients achieve their financial goals. As a Financial Representative, you will be responsible for meeting the needs of middle-income clients by educating them on risk protection, financial security, and...
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