Financial Services Representative

7 days ago

Troy, Ohio, United States Western & Southern Life Full time
Job Title: Financial Representative

Job Summary:

The Financial Representative is responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation. This role involves educating clients, analyzing their needs, and recommending solutions in an ethical and client-focused manner.

Key Responsibilities:
  • Market Development: Identify market opportunities and develop effective marketing plans to reach middle-market clients.
  • Client Acquisition: Prospect and network for new clients, identifying qualified leads and making initial contacts.
  • Sales and Service: Contact and secure appointments with prospective and existing clients to provide financial solutions.
  • Preparation and Consultation: Prepare thoroughly for appointments using established processes and consultative practices.
  • Solution Selling: Effectively sell insurance and investment solutions to clients.
  • Time Management: Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
  • Brand Development: Market the Western & Southern Life brand at the local level to develop a strong presence.
  • Community Engagement: Develop community relationships to cultivate and strengthen the company's presence in target markets.
  • Client Maintenance: Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Professional Development: Engage in continuous professional development to enhance skills and knowledge.
  • Record Keeping: Accurately maintain client and company records, payments, and other relevant information.
Requirements:
  • Integrity: Demonstrate a high level of integrity in all interactions with clients and colleagues.
  • Work Ethic: Exhibit a strong work ethic, including willingness to work weekday evenings and weekend hours.
  • Interpersonal Skills: Possess strong interpersonal, relationship, and influence skills.
  • Communication Skills: Effective communication skills, including listening, speaking, and writing.
  • Analysis and Problem-Solving: Ability to analyze client needs, understand financial products, and sell tailored solutions.
  • Influence and Persuasion: Ability to influence others to take needed action.
  • Drive and Resilience: Demonstrate personal drive and resilience to achieve goals.
  • Networking: Willingness and ability to network for new clients.
Education and Skills:
  • Education: Minimum high school diploma or equivalent; college degree preferred.
  • Computer Skills: Working knowledge of word processing and spreadsheet applications, as well as internet and email.
  • Certifications and Licenses: Obtain and hold State Life and Health license prior to hire, and FINRA SIE, Series 6, and Series 63 within one year of employment.
Position Demands:
  • Automobile and Driver's License: Access to an automobile and ability to maintain a valid driver's license.

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