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Financial Services Representative
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Asheville, North Carolina, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt 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...
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Financial Services Representative
2 months ago
We are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.
Key Responsibilities- Market Analysis and Planning: Identify and develop effective marketing strategies to reach middle-market clients and grow our business.
- Client Acquisition and Retention: Prospect and network for new clients, secure appointments, and provide exceptional service to existing clients to ensure their evolving financial needs are met.
- Product Sales and Service: Effectively sell insurance and investment solutions to clients, and provide ongoing support to ensure their financial goals are achieved.
- Business Development: Develop and implement strategies to grow our business, including market research, competitor analysis, and community outreach.
- Client Communication: Maintain regular contact with clients to understand their financial needs and provide tailored solutions.
- Professional Development: Engage in ongoing training and professional development to stay up-to-date on industry trends and best practices.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- License and Certifications: Obtain and hold State Life and Health license prior to hire, and obtain FINRA SIE, Series 6, and Series 63 within one year of employment.
- Skills and Knowledge: Strong interpersonal, relationship, and influence skills; effective communication skills; ability to analyze client needs and sell tailored solutions.
This is a full-time position that requires regular travel and the ability to work in a fast-paced environment. The ideal candidate will have a strong work ethic, be willing to work flexible hours, and have a valid driver's license.
