Professional Financial Services Representative
3 days ago
Job Overview
The Financial Representative role at Western & Southern Life involves providing middle-income clients with risk protection, financial security, and wealth creation solutions. This is achieved through educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.
Responsibilities
- Develop and execute marketing plans to identify target markets and prospect for middle-market clients.
- Network and make initial contacts with qualified individuals to secure appointments for sales, conservation, and service purposes.
- Prepare for appointments using established processes and conduct meetings using Western & Southern Life's consultative practices and procedures.
- Effectively sell insurance and investment solutions to clients.
- Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
- Maintain and develop community relationships to cultivate and strengthen the Western & Southern Life presence in target markets.
- Engage in activities for continuous professional development to enhance skills and knowledge.
- Accurately maintain client and company records, payments, and other documentation in a timely manner.
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