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Financial Services Representative

1 month ago

Wayne, Pennsylvania, United States Western & Southern Life Full time
Job Title: Financial Representative

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 targeted marketing plans to reach middle-market clients.
  • Prospect and network with potential clients to identify qualified leads and make initial contacts.
  • Secure appointments with prospective and existing clients to discuss sales, conservation, and service opportunities.
  • Prepare thoroughly for all appointments using established processes and consultative practices.
  • Effectively sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
  • Develop and maintain community relationships to strengthen our presence in target markets.
  • Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Engage in continuous professional development to enhance skills and knowledge.
  • Accurately maintain client and company records, payments, and other relevant information.
Qualifications:
  • High level of integrity and strong work ethic.
  • Strong interpersonal, relationship, and influence skills.
  • Effective communication skills, including listening, speaking, and writing.
  • Ability to analyze client needs, understand financial products, and sell tailored solutions.
  • Ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willing and able to network for new clients.
Educational Requirements:
  • Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge:
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.
Certifications & Licenses:
  • State Life and Health license prior to hire.
  • FINRA SIE, Series 6, and Series 63 within one year of employment.
Position Demands:
  • Access to an automobile and ability to maintain a valid driver's license.