Financial Services Representative
1 week 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 plans to reach middle-market clients.
- Prospect and network to identify qualified leads and make initial contacts.
- Secure appointments with prospective and existing clients to discuss sales, conservation, and service opportunities.
- Prepare for appointments using established processes and conduct meetings using Western & Southern Life's consultative practices.
- Sell insurance and investment solutions to clients.
- Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
- Market the Western & Southern Life brand at the local level.
- Develop community relationships to cultivate and strengthen presence in target markets.
- Maintain personal contact with clients to ensure their evolving financial needs are being met.
- Engage in continuous professional development to improve skills and knowledge.
- Maintain accurate client and company records.
- High level of integrity.
- Strong work ethic and ability to work flexible hours.
- Strong interpersonal, relationship, and influence skills.
- Effective communication skills, including listening, speaking, and writing.
- Ability to analyze client needs and understand financial products.
- Ability to influence others to take needed action.
- Demonstrate personal drive and resilience to achieve goals.
- Ability to network for new clients.
- Minimum high school diploma or equivalent; college degree preferred.
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
- State Life and Health license prior to hire.
- FINRA SIE, Series 6, and Series 63 within one year of employment.
We offer a competitive compensation package and opportunities for professional growth and development. 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.
-
Financial Services Representative
2 days ago
Heath, Ohio, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt 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 personalized financial solutions and exceptional customer...
-
Financial Services Representative
3 weeks ago
Heath, Ohio, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt 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 middle-income client needs for risk protection, financial security, and wealth creation.Key Responsibilities:Identify and...
-
Financial Services Representative
1 month ago
Heath, Ohio, United States Western & Southern Life Full timeAbout the RoleAt Western & Southern Life, we are seeking a highly skilled and motivated Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.Key...
-
Financial Service Representative
2 weeks ago
Heath, Ohio, United States Hopewell Federal Credit Union Full timeJob Title: Member Service AssociateAt Hopewell Federal Credit Union, we are seeking a highly motivated and customer-focused Member Service Associate to join our team. As a key member of our team, you will be responsible for providing exceptional service to our members, selling our products and services, and building strong relationships with our...
-
Financial Operations Manager
4 weeks ago
Heath, Ohio, United States Creative Financial Staffing Full timeControllerWe are seeking a skilled and experienced Controller to manage our client's accounting operations. As the Controller, you will be responsible for generating accurate and timely financial reports, maintaining effective financial controls, and implementing robust budgeting and forecasting processes.Key Responsibilities:Prepare and review financial...
-
Heath, Ohio, United States Kyle Libby - State Farm Agent Full timeJob OverviewWe are seeking a highly motivated and customer-focused Insurance and Financial Services Position to join our team at Kyle Libby - State Farm Agent. As a key member of our agency, you will play a vital role in delivering exceptional service to our customers and growing our business through meaningful relationships.Key ResponsibilitiesDevelop and...
-
Customer Service Representative
2 days ago
Heath, Ohio, United States Walgreens Full timeCustomer Service Associate at WalgreensAs a valued member of our team, you will be responsible for delivering exceptional customer service and creating a positive shopping experience for our customers.Key Responsibilities:Provide courteous, fair, and efficient checkout service to customersRecommend items for sale to customers and suggest trade-up and/or...
-
Staff Director
2 days ago
Heath, Ohio, United States Western & Southern Life Full timeJob Title: Staff DirectorWestern & Southern Life is seeking a highly skilled Staff Director to join our team. As a Staff Director, you will be responsible for leading a team of Financial Representatives and driving business results through effective guidance and direction.Key Responsibilities:Provide guidance and coaching to Financial Representatives to...
-
Medical Sales Representative
1 month ago
Heath, Ohio, United States Dasco HME LLC Full timeAbout Dasco HME LLCDasco HME LLC is a leading provider of home medical equipment, committed to delivering exceptional products and services to our customers. We are seeking a highly motivated and results-driven Medical Sales Representative to join our team.Job SummaryThe Medical Sales Representative will be responsible for promoting our home medical...
-
Cashier & Front End Services Representative
2 days ago
Heath, Ohio, United States Wal-Mart Stores , Inc. Full timeJob SummaryWe are seeking a highly motivated and customer-focused Cashier to join our team at Walmart. As a Cashier, you will play a critical role in providing excellent customer service and ensuring a positive shopping experience for our customers.Key ResponsibilitiesProvide exceptional customer service by greeting and thanking customers, answering...
-
Retail Store Associate
3 weeks ago
Heath, Ohio, United States Sherwin-Williams Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Retail Store Associate to join our team at Sherwin-Williams. As a Retail Store Associate, you will be responsible for providing exceptional customer service, assisting customers in person and over the phone, and presenting appropriate products and services.Key ResponsibilitiesAssist...
-
Sales Representative
3 days ago
Heath, Ohio, United States Gordon Food Service Full timeJob SummaryWe are seeking a highly motivated and results-driven Sales Associate to join our team in South Dade. As a Sales Associate, you will be responsible for providing exceptional customer service, building strong relationships with our customers, and driving sales growth in the region.Key ResponsibilitiesProvide assistance to Customer Development...
-
Compliance Manager
3 weeks ago
Heath, Ohio, United States Mistras Group Inc. - Services Full timeJob Title: Compliance/Quality ManagerMISTRAS Group, Inc. is seeking a highly skilled Compliance/Quality Manager to join our team. As a key member of our organization, you will be responsible for ensuring compliance with internal and external requirements, promoting a positive quality and safety culture, and providing operational oversight associated with...
-
Automotive Sales Representative
3 weeks ago
Heath, Ohio, United States John Hinderer Chrysler Dodge Jeep Ram Full timeJob SummaryWe are seeking a highly skilled and experienced Sales Professional to join our Chrysler, Dodge, Jeep, Ram team at The Hinderer Motor Company. As a Sales Professional, you will be responsible for delivering exceptional customer service, building strong relationships with customers, and becoming a consultant to each customer to find the perfect...
-
Automotive Sales Representative
4 weeks ago
Heath, Ohio, United States Coughlin Automotive Full timeCoughlin Hyundai Sales Associate OpportunityWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Coughlin Hyundai in Heath. As a Sales Associate, you will play a key role in helping customers find the perfect vehicle and providing exceptional customer service.About Coughlin Automotive:Coughlin Automotive is a rapidly...
-
Transportation Operations Manager
2 days ago
Heath, Ohio, United States DHL Supply Chain Full timeJob DescriptionTransportation Manager IIThis position will play a critical role in supporting the growth and success of our transportation business. As a Transportation Manager II, you will be responsible for managing a team of logistics professionals, overseeing the coordination and supervision of all traffic functions related to freight movement, and...
-
Automotive Sales Representative
3 weeks ago
Heath, Ohio, United States John Hinderer Chrysler Dodge Jeep Ram Full timeJob OpportunityWe are seeking a highly skilled and motivated Sales Professional to join our Chrysler, Dodge, Jeep, Ram team at The Hinderer Motor Company. As a Sales Professional, you will be responsible for delivering exceptional customer service, building strong relationships with customers, and providing expert knowledge on our vehicle models.Key...
-
Automotive Sales Representative
2 weeks ago
Heath, Ohio, United States John Hinderer Chrysler Dodge Jeep Ram Full timeJob SummaryWe are seeking an experienced Sales Professional to join our Chrysler, Dodge, Jeep, Ram team at The Hinderer Motor Company. As a sales expert, you will be responsible for assisting customers in the purchase or lease of vehicles in a professional manner with uncompromised integrity.ResponsibilitiesAssist customers in the purchase or lease of...
-
Retail Sales Representative
4 weeks ago
Heath, Ohio, United States Spectrum Full timeAbout the RoleWe are seeking a highly motivated and results-driven Retail Sales Specialist to join our team. As a key member of our sales team, you will be responsible for delivering exceptional customer experiences and driving sales growth through the sale of wireless, TV, and internet products.Key ResponsibilitiesMeet or exceed monthly sales goals,...
-
Retail Sales Associate
2 days ago
Heath, Ohio, United States Best Buy Full timeKey ResponsibilitiesAs a Sales Associate at Best Buy, you will:Greet and welcome customers in a friendly and approachable manner.Use your knowledge and skills to recommend products and services that meet customers' needs.Assist customers with sales orders, returns, and exchanges.Represent the Best Buy brand and promote a positive shopping...