Financial Services Representative

5 days ago


Jacksonville, Florida, United States Western & Southern Life Full time
Job Summary

We are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.

Key Responsibilities
  • Market Analysis and Planning: Identify and develop effective marketing strategies to reach middle-market clients and grow our business.
  • Client Acquisition and Retention: Prospect and network for new clients, secure appointments, and provide exceptional service to existing clients to ensure their evolving financial needs are met.
  • Financial Solutions: Effectively sell insurance and investment solutions to clients, analyzing their needs and providing tailored recommendations.
  • Business Development: Develop and implement plans to grow our business, including identifying new market opportunities and building strong relationships with clients and partners.
  • Professional Development: Engage in ongoing training and professional development to stay up-to-date on industry trends and best practices.
Requirements
  • Education: Minimum high school diploma or equivalent; college degree preferred.
  • License and Certifications: Obtain and hold State Life and Health license prior to hire, and obtain FINRA SIE, Series 6, and Series 63 within one year of employment.
  • Skills and Knowledge: Strong interpersonal, relationship, and influence skills; effective communication skills; ability to analyze client needs and sell tailored solutions.
Working Conditions

This is a full-time position that requires regular travel and the ability to work flexible hours, including weekday evenings and weekends.



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