Financial Services Representative
2 weeks ago
As a Financial Representative at Western & Southern Life, you will play a critical role in meeting the financial needs of our middle-income clients. You will be responsible for educating clients, analyzing their needs, and recommending tailored solutions to achieve their financial goals.
Key Responsibilities- Develop and implement effective marketing strategies to identify and acquire new clients.
- Build and maintain strong relationships with clients to understand their evolving financial needs.
- Conduct thorough needs analyses and provide personalized recommendations for insurance and investment solutions.
- Effectively communicate complex financial concepts to clients and ensure they understand the benefits of our products.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and provide the best possible service to clients.
- High school diploma or equivalent; college degree preferred.
- Working knowledge of word processing and spreadsheet applications.
- Ability to obtain and hold State Life and Health license and FINRA SIE, Series 6 and Series 63 certifications.
- Access to an automobile and valid driver's license.
As a Financial Representative at Western & Southern Life, you will have the opportunity to work with a dynamic team, develop your skills and knowledge, and make a meaningful impact on the lives of our clients.
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Financial Services Representative
2 weeks ago
Willoughby, Ohio, United States Western & Southern Life Full timeFinancial Representative Role Overview At Western & Southern Life, we're seeking a skilled 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 tailored solutions and exceptional customer service. Responsibilities: * Identify and...
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Financial Services Representative
4 weeks ago
Willoughby, Ohio, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt 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 middle-income client needs for risk protection, financial security, and wealth creation.Key Responsibilities:Identify and...
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Financial Services Representative
2 weeks ago
Willoughby, Ohio, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt 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 them with tailored solutions for risk protection, financial...
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Financial Services Representative
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Financial Services Professional
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Financial Services Professional
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Patient Services Representative Float Position
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Patient Services Coordinator
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Willoughby, Ohio, United States Five Star Trucking Inc Full timeJob DescriptionAt Five Star Trucking Inc, we are seeking a highly skilled Customer Service Representative to join our dynamic team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide consistent and positive customer...
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Patient Services Coordinator
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Willoughby, Ohio, United States Signature Health Full timeAbout the Role:As a Patient Services Representative at Signature Health, you will play a vital role in providing exceptional patient support and ensuring a seamless experience for our patients and their families. Your primary responsibility will be to ensure the thorough completion of patient registration, maintaining the accuracy of patient information and...
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Patient Services Coordinator
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