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Financial Services Representative

2 months ago

Cambridge, Ohio, United States The Western and Southern Life Insurance Company Full time
Financial Representative Job Description

The Financial Representative is a key role at The Western and Southern Life Insurance Company, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.

Key Responsibilities
  • Identify target markets and develop effective marketing strategies.
  • Prospect and network with potential clients to build relationships and secure appointments.
  • Conduct appointments using consultative practices and processes to sell insurance and investment solutions.
  • Plan and schedule sales, marketing, and service activities to achieve business goals.
  • Develop community relationships to strengthen the company's presence in target markets.
  • Maintain client relationships and ensure their evolving financial needs are met.
Qualifications
  • High level of integrity and strong work ethic.
  • Effective communication and interpersonal skills.
  • Ability to analyze client needs and sell tailored solutions.
  • Personal drive and resilience to achieve goals.
  • Willingness to network and build relationships with new clients.
Requirements
  • Minimum high school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing, spreadsheet applications, and internet.
  • State Life and Health license and FINRA SIE, Series 6, and Series 63 certifications within one year of employment.
Position Demands
  • Access to an automobile and valid driver's license.