Financial Services Representative

5 days ago


Maitland, Florida, United States Western & Southern Life Full time
Job Title: Financial Representative

At 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 personalized financial solutions and exceptional customer service.

Key Responsibilities:
  • Identify and develop targeted marketing strategies to attract new clients and grow existing relationships.
  • Prospect and network with middle-market clients to identify qualified leads and make initial contacts.
  • Conduct appointments with prospective and existing clients to discuss financial solutions and provide personalized advice.
  • Develop and implement effective sales and marketing plans to achieve business objectives.
  • Build and maintain strong relationships with clients to ensure their evolving financial needs are met.
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
Requirements:
  • High school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing and spreadsheet applications.
  • Ability to obtain and hold State Life and Health license prior to hire.
  • Ability to obtain and hold FINRA SIE, Series 6 and Series 63 within one year of employment.
What We Offer:

As a Financial Representative at Western & Southern Life, you will have the opportunity to work with a dynamic team, develop your skills and knowledge, and build a successful career in the financial services industry.



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