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Financial Services Representative

2 months ago

Hermitage, Pennsylvania, United States Western & Southern Life Full time
Job Title: Financial Representative

At Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.

Key Responsibilities:
  • Identify and develop targeted marketing plans to reach middle-market clients.
  • Prospect and network with potential clients to identify qualified leads and establish relationships.
  • Conduct sales, conservation, and service appointments with clients to provide them with personalized financial solutions.
  • Develop and implement effective sales and marketing strategies to achieve business objectives.
  • Build and maintain strong relationships with clients to ensure their evolving financial needs are met.
  • Stay up-to-date with industry trends and developments to provide clients with the best possible advice.
Requirements:
  • 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 and provide tailored solutions.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
Preferred Qualifications:
  • College degree or equivalent.
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.