Financial Services Representative

4 weeks ago


Mansfield, Ohio, United States Western & Southern Life Full time
Job Title: Financial Representative

At Western & Southern Life, we are seeking a highly motivated and client-focused 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 identify qualified leads.
  • Conduct appointments with clients to discuss and implement financial solutions.
  • Prepare and present financial plans and recommendations to clients.
  • Develop and maintain relationships with clients to ensure their evolving financial needs are met.
  • Stay up-to-date with industry trends and developments to provide clients with the best possible advice.
Requirements:
  • High school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing and spreadsheet applications.
  • Ability to obtain and hold State Life and Health license and FINRA SIE, Series 6 and Series 63 certifications.
  • Access to an automobile and valid driver's license.
What We Offer:

As a Financial Representative at Western & Southern Life, you will have the opportunity to work with a dynamic team, develop your skills and knowledge, and make a real difference in the lives of our clients. If you are a motivated and client-focused individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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