Financial Services Representative
6 days 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.
- Financial Solutions: Analyze client needs, recommend tailored solutions, and sell insurance and investment products to meet their financial goals.
- Business Development: Develop and implement plans to increase sales, marketing, and service activities, and promote the Western & Southern Life brand at the local level.
- Community Engagement: Build relationships with local businesses and organizations to strengthen our presence in the community.
- Client Communication: Maintain regular contact with clients to ensure their evolving financial needs are being met.
- Professional Development: Engage in ongoing training and development to enhance skills and knowledge in financial products and services.
- Administrative Tasks: Accurately maintain client and company records, payments, and other administrative tasks.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- Computer Skills: Working knowledge of word processing, spreadsheet applications, 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, excellent interpersonal and communication skills, and ability to analyze client needs and sell tailored solutions.
This role requires access to an automobile and the ability to maintain a valid driver's license. The successful candidate will be able to work in a fast-paced environment and meet the demands of a dynamic sales and service role.
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