Financial Services Representative
1 day ago
We are seeking a highly motivated and results-driven 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: Prospect and network for new clients, secure appointments, and provide exceptional service to existing clients to ensure their evolving financial needs are met.
- Financial Solutions: Effectively sell insurance and investment solutions to clients, analyzing their needs and providing tailored recommendations.
- Business Development: Develop and implement plans to grow our business, including identifying new market opportunities and building strong relationships with clients and partners.
- Professional Development: Engage in ongoing training and development to stay up-to-date on industry trends and best practices.
- Education: High school diploma or equivalent; college degree preferred.
- Skills: Strong interpersonal, relationship, and influence skills; effective communication skills; ability to analyze client needs and sell tailored solutions.
- Certifications: State Life and Health license; FINRA SIE, Series 6, and Series 63.
- Travel: Ability to travel during day and night hours.
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.
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Customer Service Representative
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Customer Service Representative
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Patient Financial Advisor
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Patient Financial Advisor
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