Financial Services Representative

22 hours ago


Greenville, South Carolina, 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 our target market.
  • Client Acquisition and Retention: Prospect and network for new clients, and maintain strong relationships with existing clients to ensure their evolving financial needs are being met.
  • Financial Solutions: Analyze client needs, understand financial products, and sell tailored solutions to meet their goals.
  • Business Development: Develop and implement plans to grow our business and increase revenue.
  • Community Engagement: Proactively develop community relationships to cultivate and strengthen our presence in the local market.
  • Professional Development: Engage in ongoing training and development to stay up-to-date on industry trends and best practices.
Requirements
  • Education: Minimum high school diploma or equivalent; college degree preferred.
  • License and Certifications: Obtain and hold State Life and Health license prior to hire, and obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
  • Computer Skills: Working knowledge of word processing and spreadsheet applications, and working knowledge of internet and email.
What We Offer
  • Competitive Compensation: A competitive salary and commission structure.
  • Opportunities for Advancement: Career growth and development opportunities within our company.
  • Collaborative Work Environment: A dynamic and supportive team environment.


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