Financial Services Representative
4 days ago
At Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.
Key Responsibilities:- Identify and develop marketing strategies to reach middle-market clients.
- Prospect and network with potential clients to build relationships and identify new business opportunities.
- Conduct sales, conservation, and service appointments with clients to provide them with financial solutions.
- Prepare for appointments by analyzing client needs and developing effective sales strategies.
- Sell insurance and investment solutions to clients, ensuring that they are aligned with their financial goals and objectives.
- Plan and schedule sales, marketing, and service activities to achieve business objectives.
- Develop and maintain community relationships to build the Western & Southern Life brand at the local level.
- Maintain accurate records of client interactions, sales, and marketing activities.
- 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 and provide tailored solutions.
- Ability to influence others to take action.
- Personal drive and resilience to achieve business objectives.
- Minimum high school diploma or equivalent; college degree preferred.
- State Life and Health license prior to hire.
- FINRA SIE, Series 6, and Series 63 within one year of employment.
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
- Access to an automobile and ability to maintain a valid driver's license.
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