Financial Representative

3 days ago


San Diego, California, United States Western & Southern Life Full time
Job Title: Financial Representative

At Western & Southern Life, we are seeking a highly skilled and motivated 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 market opportunities and develop effective marketing plans to reach middle-market clients.
  • Prospect and network for qualified leads, making initial contacts and securing appointments with prospective and existing clients.
  • Conduct thorough needs analyses and provide tailored solutions to clients, ensuring their evolving financial needs are met.
  • Effectively sell insurance and investment solutions, leveraging your expertise and relationship-building skills.
  • Maintain accurate records, payments, and client information in a timely manner.
Requirements:
  • High level of integrity and strong work ethic.
  • Effective communication, interpersonal, and relationship-building skills.
  • Ability to analyze client needs, understand financial products, and sell tailored solutions.
  • Willingness to work hours that include weekday evenings and weekend hours.
  • Minimum high school diploma or equivalent; college degree preferred.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.


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