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Financial Services Representative

1 month ago

Troy, Michigan, United States Western & Southern Life Full time
{"title": "Financial Representative", "description": "Job Summary

Western & Southern Life is seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will be responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner.

Key Responsibilities
  • Identify and develop marketing plans to target middle-market clients.
  • Prospect and network for new clients through identification of qualified names and initial contacts.
  • Secure appointments with prospective and existing clients for sales, conservation, and service.
  • Prepare for appointments through established processes and conduct meetings using Western & Southern Life consultative practices and processes.
  • Effectively sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
  • Market Western & Southern Life brand at the local level and develop community relationships to cultivate and strengthen presence in target market(s).
  • Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Engage in continuous professional development to enhance skills and knowledge.
  • Maintain accurate client and company records, payments, etc., in a timely manner.
Requirements
  • High level of integrity.
  • Strong work ethic and willingness to work hours including weekday evenings and weekend hours.
  • Strong interpersonal, relationship, and influence skills.
  • Effective communication skills, including listening, speaking, and writing.
  • Ability to analyze client needs, understand financial products, and sell tailored solutions.
  • Ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willingness and ability to network for new clients.
Education and Certifications
  • Minimum high school diploma or equivalent; college degree preferred.
  • Obtain and hold State Life and Health license prior to hire.
  • Obtain and hold the FINRA SIE, Series 6, and Series 63 within one year of employment.
Position Demands
  • Access to an automobile and ability to maintain a valid driver's license.
", "lang_code": "en"}