Financial Representative

2 weeks ago


San Diego, California, 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 ensure their financial security and wealth creation.

Key Responsibilities
  • Identify market opportunities and develop effective marketing strategies
  • Prospect and network with middle-market clients to identify potential sales opportunities
  • Conduct appointments with clients to discuss their financial needs and provide solutions
  • Effectively sell insurance and investment products 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
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 and understand financial products
  • Ability to influence others to take needed action
  • Personal drive and resilience to achieve goals
  • Willingness to network for new clients and maintain a valid driver's license
Preferred Qualifications
  • College degree or equivalent
  • Working knowledge of word processing, spreadsheet applications, and internet
  • Obtain and hold State Life and Health license prior to hire
  • Obtain and hold FINRA SIE, Series 6, and Series 63 within one year of employment
About Western & Southern Life

Western & Southern Life is a leading provider of life insurance and investment products. We are committed to helping our clients achieve their financial goals and build a secure future.



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