Financial Services Representative

7 hours ago


Cary, North Carolina, 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 tailored solutions for risk protection, financial security, and wealth creation.

Key Responsibilities:
  • Identify and develop effective marketing strategies to reach middle-market clients.
  • Prospect and network with potential clients to build relationships and identify new business opportunities.
  • Conduct appointments with clients to discuss their financial needs and provide personalized solutions.
  • Develop and implement sales, marketing, and service plans to achieve business objectives.
  • Market Western & Southern Life's brand and products to build brand awareness and drive sales.
  • Develop and maintain strong community relationships to cultivate and strengthen our presence in target markets.
  • Maintain accurate records and ensure timely payments.
  • Operate an automobile during both day and night hours.
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.
  • The ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willing and able to network for new clients.
Requirements:
  • Minimum high school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.
  • Obtain and hold State Life and Health license prior to hire.
  • Obtain and hold the 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.


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