Financial Services Representative

4 weeks ago


Houston, Texas, United States Western & Southern Life Full time
Job Summary

The Financial Representative role at Western & Southern Life is a dynamic opportunity to meet the financial needs of middle-income clients. As a key member of our team, you will be responsible for educating clients, analyzing their needs, and recommending tailored solutions to achieve their financial goals.

Key Responsibilities
  • Identify and develop marketing strategies to reach middle-market clients.
  • Prospect and network to identify qualified leads and establish relationships with potential clients.
  • Conduct appointments with clients to discuss sales, conservation, and service opportunities.
  • Prepare thoroughly for appointments using established processes and consultative practices.
  • Effectively sell insurance and investment solutions to meet client needs.
  • Plan and schedule sales, marketing, and service activities to achieve business objectives.
  • Develop and maintain community relationships to strengthen our presence in target markets.
  • Maintain accurate client and company records, and ensure timely payments.
  • Operate an automobile during day and night hours to meet with clients.
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.
  • Ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willingness to network and develop new business opportunities.
Education and Skills
  • Minimum high school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing, spreadsheet applications, internet, and email.
Certifications and Licenses
  • State Life and Health license prior to hire.
  • FINRA SIE, Series 6, and Series 63 within one year of employment.
Position Demands
  • Access to an automobile and valid driver's license.


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