Financial Services Representative

23 hours ago


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

Western & Southern Life is seeking a highly skilled Financial Representative to meet the needs of our middle-income clients. As a Financial Representative, you will be responsible for educating clients, analyzing their needs, and recommending solutions in an ethical and client-focused manner.

Key Responsibilities
  • Market Analysis and Planning: Identify market opportunities and develop effective marketing strategies to reach our target audience.
  • Client Acquisition and Retention: Prospect and network for new clients, secure appointments, and maintain relationships to ensure client satisfaction and loyalty.
  • Financial Solutions: Effectively sell insurance and investment solutions to clients, taking into account their evolving financial needs.
  • Community Engagement: Develop and maintain community relationships to cultivate and strengthen our presence in target markets.
  • Client Communication: Maintain regular contact with clients to ensure their needs are being met and provide ongoing support.
  • Professional Development: Engage in continuous learning and professional development to stay up-to-date on industry trends and best practices.
  • Administrative Tasks: Accurately maintain client and company records, payments, and other administrative tasks in a timely manner.
Requirements
  • 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, and ability to work in a fast-paced environment.


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