Financial Representative
4 weeks ago
Job Summary:
The Financial Representative is a key role at Western and Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.
Key Responsibilities:
* Identify and develop targeted marketing plans to reach middle-market clients.
* Network and prospect for new clients, making initial contacts and securing appointments for sales, conservation, and service.
* Prepare thoroughly for appointments using established processes and consultative practices.
* Effectively sell insurance and investment solutions to clients.
* Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
* Develop community relationships to cultivate and strengthen the Western and Southern Life brand at the local level.
* Maintain personal contact with clients to ensure their evolving financial needs are being met.
* Engage in continuous professional development to enhance skills and knowledge.
Requirements:
* High level of integrity and strong work ethic.
* 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.
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.
Western and Southern Life is an equal opportunity employer.
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