Financial Services Representative

2 weeks ago


San Diego, California, 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 build relationships and identify new business opportunities.
  • Conduct sales, conservation, and service appointments with clients to provide them with personalized financial solutions.
  • Develop and implement effective sales and marketing strategies to achieve business goals.
  • Market and promote the Western & Southern Life brand at the local level to build brand awareness and drive business growth.
  • Maintain strong relationships with clients to ensure their evolving financial needs are being met.
  • Stay up-to-date with industry trends and developments to continuously improve skills and knowledge.
Requirements:
  • High level of integrity and strong work ethic.
  • Excellent interpersonal, relationship, and influence skills.
  • Effective communication skills, including listening, speaking, and writing.
  • Ability to analyze client needs and provide tailored solutions.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
Education and Certifications:
  • Minimum high school diploma or equivalent; college degree preferred.
  • 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.
Computer Skills and Knowledge:
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.
Position Demands:
  • Access to an automobile and ability to maintain a valid driver's license.


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