Financial Services Representative

2 weeks ago


Vincennes, Indiana, United States Western & Southern Life Full time
Job Summary

We are seeking a highly motivated and results-driven Financial Services Representative to join our team at Western & Southern Life. As a Financial Services Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on insurance and investment solutions.

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: Build strong relationships with clients to understand their financial needs and provide tailored solutions to meet those needs.
  • Sales and Service: Effectively sell insurance and investment products to clients, while also providing exceptional customer service to ensure client satisfaction.
  • Business Development: Proactively develop community relationships to cultivate and strengthen our presence in target markets.
  • Record Keeping and Administration: Maintain accurate and up-to-date records of client interactions, sales, and other business activities.
Requirements
  • Education: High school diploma or equivalent; college degree preferred.
  • License and Certifications: State Life and Health license, FINRA SIE, Series 6, and Series 63.
  • Skills: Strong interpersonal, relationship, and influence skills; effective communication skills; ability to analyze client needs and sell tailored solutions.
Working Conditions

This role requires a valid driver's license and access to an automobile. The ability to work weekday evenings and weekend hours is also required.



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