Financial Services Representative

3 days ago


Baton Rouge LA USA, 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 effective marketing strategies to reach and engage with middle-market clients.
  • Prospect and network with potential clients to build relationships and identify new business opportunities.
  • Conduct thorough needs assessments and provide tailored financial solutions to clients.
  • Develop and implement sales and marketing plans 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 best practices to continuously improve skills and knowledge.
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 financial solutions.
  • State Life and Health license and FINRA SIE, Series 6, and Series 63 certifications.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.


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