Financial Services Representative
5 days 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 play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on insurance and investment solutions.
Key Responsibilities- Market Analysis and Planning: Identify and develop effective marketing strategies to reach middle-market clients and grow our business.
- Client Acquisition and Retention: Prospect and network for new clients, secure appointments, and provide exceptional service to existing clients to ensure their evolving financial needs are met.
- Product Sales and Service: Effectively sell insurance and investment solutions to clients, and provide ongoing support and guidance to ensure they are meeting their financial goals.
- Business Development: Develop and implement strategies to grow our business, including identifying new market opportunities and building strong relationships with clients and partners.
- Professional Development: Stay up-to-date with industry trends and best practices, and engage in ongoing training and development to enhance your skills and knowledge.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- License and Certifications: 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.
- Computer Skills: Working knowledge of word processing and spreadsheet applications, and working knowledge of internet and email.
- Travel: Access to an automobile and ability to maintain a valid driver's license.
We offer a competitive compensation package and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about providing exceptional service to clients, we encourage you to apply for this exciting opportunity.
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Financial Services Representative
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