Financial Services Representative

6 days ago


West Chester, Pennsylvania, United States Western & Southern Life Full time
Job Title: Financial Representative

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.
Requirements:
  • 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.
Education and Certifications:
  • 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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