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Financial Services Representative

4 weeks ago

Columbus, Ohio, United States Western & Southern Life Full time
Job Title: Financial Representative

Job Summary:

The Financial Representative is responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation. This role involves educating clients, analyzing their needs, and recommending solutions in an ethical and client-focused manner.

Key Responsibilities:
  • Identify target markets and develop effective marketing strategies.
  • Prospect and network with middle-market clients to identify qualified leads and make initial contacts.
  • Secure appointments with prospective and existing clients to discuss sales, conservation, and service opportunities.
  • Prepare thoroughly for all appointments using established processes and consultative practices.
  • Effectively sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
  • Market the Western & Southern Life brand at the local level to develop community relationships and strengthen 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.
  • Accurately maintain client and company records, payments, and other relevant information.
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.
  • Ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willingness to network for new clients and maintain existing relationships.
Requirements:
  • Minimum high school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.
  • State Life and Health license prior to hire.
  • FINRA SIE, Series 6, and Series 63 certifications within one year of employment.
Position Demands:
  • Access to an automobile and ability to maintain a valid driver's license.