Financial Services Professional

1 week ago


College Park, Maryland, 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 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
Requirements
  • 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
Education and Certifications
  • 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
Position Demands
  • Access to an automobile and ability to maintain a valid driver's license


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