Financial Services Representative

1 day ago


Charleston, West Virginia, United States Western & Southern Life Full time
About the Role

We are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.

Key Responsibilities
  • Market Analysis and Planning: Identify and develop effective marketing strategies to reach middle-market clients and grow our business.
  • Client Acquisition and Retention: Build strong relationships with clients, prospects, and existing customers to secure appointments and provide tailored financial solutions.
  • Financial Solutions and Sales: Effectively sell insurance and investment products to clients, ensuring their evolving financial needs are met.
  • Business Development and Community Engagement: Develop and maintain strong community relationships to cultivate and strengthen our presence in target markets.
  • Client Service and Support: Provide exceptional service to clients, ensuring their needs are met and their expectations are exceeded.
  • Professional Development and Compliance: Stay up-to-date with industry developments, maintain accurate records, and adhere to company policies and procedures.
Requirements
  • Education and Certifications: Minimum high school diploma or equivalent; college degree preferred. Obtain and hold State Life and Health license prior to hire, and FINRA SIE, Series 6 and Series 63 within one year of employment.
  • Skills and Knowledge: Strong work ethic, excellent interpersonal and communication skills, ability to analyze client needs, and sell tailored solutions.
  • Computer Skills and Hardware/Software Knowledge: Working knowledge of word processing, spreadsheet applications, internet, and email.


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