Financial Services Representative

4 weeks ago

Evansville, Indiana, United States Western & Southern Life Full time

Job Summary

The Financial Representative role at Western & Southern Life involves meeting the financial needs of middle-income clients by educating them, analyzing their needs, and recommending tailored solutions. This position requires strong interpersonal and communication skills, as well as the ability to analyze client needs and sell financial products.

Key Responsibilities

  • Identify target markets and develop effective marketing strategies.
  • Prospect and network with middle-market clients to identify qualified leads.
  • Secure appointments with prospective and existing clients to discuss sales, conservation, and service opportunities.
  • Prepare thoroughly for all appointments using established processes and consultative practices.
  • Effectively sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
  • Develop and maintain community relationships to cultivate the Western & Southern Life brand at the local level.
  • Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Engage in continuous professional development to enhance skills and knowledge.
  • Accurately maintain client and company records, payments, and other relevant information.

Qualifications

  • 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.
  • The ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willing and able to network for new clients.

Educational Requirements

  • Minimum high school diploma or equivalent; college degree preferred.

Computer Skills and Knowledge

  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.

Certifications & 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 ability to maintain a valid driver's license.

  • Financial Representative

    3 weeks ago

    Evansville, Indiana, United States Northwestern Mutual Full time

    Financial Representative Job DescriptionAs a Financial Representative at Northwestern Mutual, you will have the opportunity to help clients achieve their financial goals through personalized financial planning. With our industry-leading training and resources, you will be equipped to deliver financial solutions and build a successful business.Key...

  • Auto Loan Representative

    4 weeks ago

    Evansville, Indiana, United States OneMain Financial Full time

    About the RoleWe are seeking a skilled Auto Loan Representative to join our team at OneMain Financial. As an Auto Loan Representative, you will serve as the initial contact for customers acquiring a vehicle, helping them complete the financing process through a local dealership. You will work closely with dealers, merchants, and customers to understand their...

  • Patient Financial Services Representative

    1 month ago

    Evansville, Indiana, United States SOUTHWESTERN AND AFFILIATES Full time

    Job DetailsSouthwestern Healthcare is seeking a full-time Patient Financial Services Representative/Insurance Billing and Collections Specialist to join our team.Job SummaryThis position is responsible for reviewing aging reports, identifying overpaid accounts, and processing refunds for patients and insurance companies. The ideal candidate will have...

  • Auto Loan Representative

    4 weeks ago

    Evansville, Indiana, United States OneMain Financial Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Auto Loan Representative to join our team at OneMain Financial. As an Auto Loan Representative, you will be responsible for communicating with customers, dealers, and merchants to facilitate the financing of vehicles. You will work closely with our sales agents to ensure a seamless customer...

  • Operations Support Representative

    4 weeks ago

    Evansville, Indiana, United States OneMain Financial Full time

    Job Summary:We are seeking a highly organized and detail-oriented Operations Support Representative to join our team at OneMain Financial. In this role, you will provide administrative support to our operations team, including account review, handling customer inquiries, and interacting with internal and external customers.Key Responsibilities:Review and...

  • Life Insurance Sales Representative

    4 weeks ago

    Evansville, Indiana, United States Karlo Financial Full time

    Job OpportunityAt Karlo Financial, we are dedicated to providing peace of mind and financial security to individuals and families through comprehensive life insurance solutions.Job SummaryWe are seeking a highly motivated and results-driven Life Insurance Sales Representative to join our team. As a remote insurance agent, you will play a critical role in...

  • Financial Services Associate

    2 weeks ago

    Evansville, Indiana, United States Western & Southern Life Full time

    Job Summary: As a Financial Representative with Western & Southern Life, you will play a crucial role in meeting the financial needs of our middle-income clients.Main Responsibilities:Identify and develop effective marketing strategies for middle-market clients.Proactively prospect and network for new clients, leveraging your expertise to build strong...

  • Customer Service Representative

    4 weeks ago

    Evansville, Indiana, United States German American Bancorp Full time

    Job Title: Customer Service Representative - Evansville, IN Overview: As a Customer Service Representative, you will be the first point of contact for clients and assist them with their banking needs. This role offers a great insight into the world of banking, insurance, and wealth management to build a foundation for a career in financial services. Key...

  • Customer Service Representative

    4 weeks ago

    Evansville, Indiana, United States Indiana Members Credit Union Full time

    PURPOSE:As a key member of the Indiana Members Credit Union team, the Customer Service Representative will provide exceptional service to our members by handling a variety of transactions, including deposits, withdrawals, loan and credit card cash advances, and more.RESPONSIBILITIES AND DUTIES* Process member transactions accurately and efficiently* Update...

  • Financial Services Professional

    4 weeks ago

    Evansville, Indiana, United States Heritage Federal Credit Union Full time

    Financial Advisor OpportunityHeritage Federal Credit Union is seeking a skilled Financial Advisor to provide comprehensive financial planning and investment advice to clients. As a Financial Advisor, you will be responsible for building and maintaining client relationships, analyzing financial information, creating financial plans, and recommending...

  • Financial Services Professional

    3 weeks ago

    Evansville, Indiana, United States Heritage Federal Credit Union Full time

    Start your career with Heritage Federal Credit Union Heritage Federal Credit Union, a Readers' Choice Best Credit Union gold award recipient, is growing thanks to the focus on helping our members and community. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. As we continue to expand, we are...

  • Financial Services Professional

    3 weeks ago

    Evansville, Indiana, United States Heritage Federal Credit Union Full time

    About the Role:Heritage Federal Credit Union is seeking a skilled Financial Advisor to provide comprehensive financial planning and investment advice to clients. The ideal candidate will have a strong understanding of financial markets and a proven ability to build and maintain client relationships.Key Responsibilities:Provide financial planning services to...

  • Operations Support Specialist

    4 weeks ago

    Evansville, Indiana, United States OneMain Financial Full time

    Operations Support RepresentativeAbout the RoleWe are seeking a highly organized and detail-oriented Operations Support Representative to join our team. As an Operations Support Representative, you will provide administrative support to our operations team, including account review, handling questions from agents or unit managers, and interacting with...

  • Customer Service Resolution Specialist

    3 weeks ago

    Evansville, Indiana, United States OneMain Financial Full time

    Job SummaryThis role is part of a customer-focused team dedicated to resolving complaints and providing exceptional service to OneMain customers. The Specialist Intermediate is responsible for coordinating complaint capture, resolution, reporting, and root cause analysis, including military family servicemember support across OneMain. The ideal candidate...

  • Customer Service Representative

    4 weeks ago

    Evansville, Indiana, United States Fifth Third Full time

    Deliver Exceptional Customer ExperiencesWe're seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative in Evansville. As a key member of our banking team, you will be responsible for providing top-notch service to our customers, ensuring their financial needs are met, and building strong relationships...

  • Operations Support Specialist

    3 weeks ago

    Evansville, Indiana, United States OneMain Financial Full time

    About the RoleWe are seeking a highly organized and detail-oriented Operations Support Representative to join our team. In this role, you will provide administrative support, including account review, handling questions from agents or Unit Manager / Department Manager, and interaction with Internal and External customers.Key ResponsibilitiesReview and...

  • Customer Service Representative

    4 weeks ago

    Evansville, Indiana, United States McDonald's Full time

    Customer Service RepresentativeAt McDonald's, we're committed to providing exceptional customer service. As a Customer Service Representative, you'll be the face of our brand, greeting and welcoming customers to our restaurant. Your role will involve assisting customers with their orders, ensuring they have a great experience, and collaborating with the rest...

  • Customer Service Representative

    4 weeks ago

    Evansville, Indiana, United States U-Haul Full time

    Customer Service RepresentativeAre you looking for a career in customer service? U-Haul is seeking a friendly and motivated individual to join our team as a Customer Service Representative. As a Customer Service Representative, you will be the face of U-Haul's exceptional service, ensuring that customers receive the help they need on their journeys. Your...

  • Environmental Services Representative

    3 weeks ago

    Evansville, Indiana, United States Deaconess Full time

    We are seeking a compassionate and dedicated Environmental Services (EVS) representative to join our team at Deaconess. As an EVS representative, you will play a critical role in continuing our healing mission.Job OverviewThe EVS department provides hands-on training through a two-week orientation period, making it an ideal opportunity for those with no...

  • Customer Service Representative

    3 weeks ago

    Evansville, Indiana, United States U-Haul Full time

    Customer Service Representative Job DescriptionAt U-Haul, we're seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring their needs are met, and exceeding their...