Financial Opportunities Specialist

3 days ago


Villa Park, Illinois, United States Western & Southern Life Full time
Job Description

The Financial Representative role at Western & Southern Life is a dynamic position that requires exceptional interpersonal, relationship, and influence skills. As a key member of our team, you will be responsible for meeting the financial needs of middle-income clients by educating them on risk protection, financial security, and wealth creation.

Responsibilities:
  • You will identify target markets and develop effective marketing strategies to attract new clients.
  • Your primary focus will be on prospecting and networking with potential clients, analyzing their needs, and recommending tailored solutions.
  • You will also maintain relationships with existing clients, ensuring their evolving financial needs are being met.
  • A strong work ethic and ability to work varied hours, including evenings and weekends, are essential for this role.
Requirements:
  • You must possess a high level of integrity and a strong understanding of financial products.
  • A minimum high school diploma or equivalent is required, while a college degree is preferred.
  • You should have working knowledge of word processing, spreadsheet applications, the internet, and email.
Additional Requirements:
  • You must obtain and hold State Life and Health licenses prior to hire.
  • Obtaining and holding the FINRA SIE, Series 6, and Series 63 within one year of employment is also mandatory.
Estimated Salary:

We estimate the annual salary for this position to be around $80,000-$100,000, depending on experience and qualifications.



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