Financial Services Professional

4 weeks ago


Metairie, Louisiana, United States Western & Southern Life Full time
Job Summary

The Financial Representative role at Western & Southern Life is a dynamic position that requires a strong work ethic and excellent interpersonal skills. As a Financial Representative, you will be responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner.

Key Responsibilities
  • Identify market opportunities and develop effective marketing plans.
  • Prospect and network for middle-market clients through identification of qualified names and initial contacts.
  • Secure appointments with prospective and existing clients for sales, conservation, and service purposes.
  • Prepare for appointments through established processes and conduct meetings using Western & Southern Life consultative practices and processes.
  • Effectively sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
  • Market the Western & Southern Life brand at the local level and develop community relationships to cultivate and strengthen presence in target markets.
  • 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.
  • Excellent 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 for new clients and maintain existing relationships.
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 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 ability to maintain a valid driver's license.

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