Financial Services Representative
6 days ago
About the Role:
The Financial Representative is a key member of our team at Western & Southern Life, responsible for meeting the financial needs of our clients. This role requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.
Key Responsibilities:- Identify and develop marketing strategies to reach middle-market clients.
- Prospect and network to secure appointments with prospective and existing clients.
- Conduct appointments using Western & Southern Life's consultative practices and processes.
- Effectively sell insurance and investment solutions to clients.
- Plan and schedule sales, marketing, and service activities.
- Develop community relationships to strengthen our presence in target markets.
- Maintain client and company records in a timely manner.
- High level of integrity and strong work ethic.
- Effective communication and interpersonal skills.
- Ability to analyze client needs and understand financial products.
- Ability to influence others to take needed action.
- Personal drive and resilience to achieve goals.
- Willingness to network for new clients.
- Minimum high school diploma or equivalent; college degree preferred.
- Working knowledge of word processing and spreadsheet applications.
- 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.
Why Join Our Team:
At Western & Southern Life, we value our employees and offer a supportive and dynamic work environment. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.
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