Financial Services Professional
3 weeks ago
We are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.
Key Responsibilities- Identify and develop marketing plans to reach middle-market clients.
- Prospect and network with potential clients to identify qualified leads.
- Conduct appointments with clients to sell insurance and investment solutions.
- Develop and implement sales, marketing, and service strategies to meet client needs.
- Market the Western & Southern Life brand at the local level.
- Build and maintain strong relationships with clients to ensure their evolving financial needs are met.
- Stay up-to-date with industry developments and best practices through continuous professional development.
- 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 and sell tailored solutions.
- Ability to influence others to take needed action.
- Personal drive and resilience to achieve goals.
- Minimum high school diploma or equivalent; college degree preferred.
- State Life and Health license prior to hire.
- FINRA SIE, Series 6, and Series 63 within one year of employment.
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
- Access to an automobile and ability to maintain a valid driver's license.
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Evansville, Indiana, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...
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Evansville, Indiana, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.Responsibilities:Market Development:...
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