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Financial Services Representative

1 month ago

Wilmington, North Carolina, United States Western & Southern Life Full time
Job Title: Financial Representative

Job Summary: We are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will be responsible for meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation solutions.

Key Responsibilities:

  • Identify and develop 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 tailored financial solutions.
  • Prepare for appointments through established processes and utilize Western & Southern Life's consultative practices and processes.
  • Effectively sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities to achieve business goals.
  • 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.
  • Maintain accurate client and company records.

Requirements:

  • 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.
  • Willingness to network for new clients.

Education and Skills:

  • Minimum high school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.

Certifications and 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 valid driver's license.