Financial Services Representative
4 weeks ago
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.
- 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.
- Minimum high school diploma or equivalent; college degree preferred.
- Working knowledge of word processing, spreadsheet applications, internet, and email.
- State Life and Health license prior to hire.
- FINRA SIE, Series 6, and Series 63 within one year of employment.
- Access to an automobile and valid driver's license.
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Financial Services Representative
4 weeks ago
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