Financial Services Representative

5 days ago


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

At 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 clients by providing personalized financial solutions and expert advice.

Key Responsibilities:
  • Identify and develop targeted marketing strategies to reach middle-market clients.
  • Prospect and network with potential clients to build relationships and identify new business opportunities.
  • Conduct sales, conservation, and service appointments with clients to provide tailored financial solutions.
  • Develop and implement effective sales and marketing plans to achieve business objectives.
  • Market and promote the Western & Southern Life brand at the local level to build brand awareness and drive business growth.
  • Develop and maintain strong relationships with clients to ensure their evolving financial needs are being met.
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
Requirements:
  • High school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.
  • State Life and Health license prior to hire.
  • FINRA SIE, Series 6 and Series 63 within one year of employment.
What We Offer:
  • A competitive salary and bonus structure.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.


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