Financial Services Representative

2 days ago


Heath, Ohio, 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 personalized financial solutions and exceptional customer service.

Key Responsibilities:
  • Identify and develop targeted marketing strategies to attract new clients and grow existing relationships.
  • Prospect and network with potential clients to build relationships and identify new business opportunities.
  • Conduct thorough needs assessments and provide tailored financial solutions to meet clients' evolving financial needs.
  • Develop and implement effective sales and marketing plans to achieve business objectives.
  • Build and maintain strong relationships with clients to ensure their long-term financial success.
  • Stay up-to-date with industry trends and regulatory requirements to provide expert advice and guidance to clients.
Requirements:
  • High school diploma or equivalent; college degree preferred.
  • Strong communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • Ability to analyze complex financial data and provide clear, concise recommendations.
  • Proficiency in Microsoft Office and other business software applications.
  • State Life and Health license and FINRA SIE, Series 6 and Series 63 certifications required within one year of employment.
What We Offer:
  • A competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Access to industry-leading training and resources.


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