Financial Services Representative

24 hours ago

Sacramento, California, United States Western & Southern Life Full time
Job Title: Financial Representative

Job Summary:

The Financial Representative is a key role at Western & Southern Life, 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.

Responsibilities:
  • Market Development: Identify target markets and develop effective marketing strategies to reach middle-market clients.
  • Client Acquisition: Prospect and network for new clients, identifying qualified leads and making initial contacts.
  • Sales and Service: Contact and secure appointments with prospective and existing clients to provide financial solutions, conservation, and service.
  • Preparation and Consultation: Prepare thoroughly for all appointments using established processes and consultative practices.
  • Sales and Marketing: Effectively sell insurance and investment solutions, and plan for and schedule sales, marketing, and service activities.
  • Brand Development: Market Western & Southern Life's brand at the local level to develop a strong presence in target markets.
  • Community Relationships: Proactively develop community relationships to cultivate and strengthen presence in target markets.
  • Client Maintenance: Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Professional Development: Engage in continuous professional development to enhance skills and knowledge.
  • Record Keeping: Accurately maintain client and company records, payments, etc., in a timely manner.
Qualifications:
  • Integrity: High level of integrity and strong work ethic.
  • Interpersonal Skills: Strong interpersonal, relationship, and influence skills.
  • Communication Skills: Effective communication skills, including listening, speaking, and writing.
  • Analysis and Sales: Ability to analyze client needs, understand financial products, and sell tailored solutions.
  • Influence and Drive: Ability to influence others to take needed action and demonstrate personal drive and resilience to achieve goals.
  • Networking: Willing and able to network for new clients.
Requirements:
  • Education: Minimum high school diploma or equivalent; college degree preferred.
  • Computer Skills: Working knowledge of word processing and spreadsheet applications, internet, and email.
  • Certifications: Obtain and hold State Life and Health license prior to hire, and FINRA SIE, Series 6, and Series 63 within one year of employment.
Position Demands:
  • Automobile and License: Access to an automobile and ability to maintain a valid driver's license.

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