Financial Services Representative

7 days ago


Maysville, Kentucky, United States Western & Southern Life Full time
About the Role

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

Key Responsibilities
  • Market Analysis and Planning: Identify and develop effective marketing strategies to reach our target market.
  • Client Acquisition and Retention: Prospect and network for new clients, and maintain strong relationships with existing clients to ensure their evolving financial needs are being met.
  • Financial Solutions: Analyze client needs, understand financial products, and sell tailored solutions to meet their goals.
  • Business Development: Develop and implement plans to increase sales, marketing, and service activities.
  • Community Engagement: Proactively develop community relationships to cultivate and strengthen our presence in the local market.
  • Client Communication: Maintain accurate and timely records, and communicate effectively with clients to ensure their needs are being met.
Requirements
  • Education: Minimum high school diploma or equivalent; college degree preferred.
  • Computer Skills: Working knowledge of word processing and spreadsheet applications, as well as internet and email.
  • Certifications and Licenses: State Life and Health license, FINRA SIE, Series 6, and Series 63.
  • Personal Qualities: High level of integrity, strong work ethic, and ability to work in a fast-paced environment.
About Western & Southern Life

We are a leading provider of life insurance and investment solutions. Our mission is to provide our clients with the financial security and peace of mind they deserve. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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