Financial Services Representative
2 months ago
We are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.
Key Responsibilities- Market Analysis and Planning: Identify and develop effective marketing strategies to reach middle-market clients.
- Client Acquisition and Retention: Prospect and network for new clients, and maintain strong relationships with existing clients to ensure their evolving financial needs are being met.
- Financial Solutions: Analyze client needs, understand financial products, and sell tailored solutions to meet their goals.
- Business Development: Develop and implement plans to grow business and increase revenue.
- Community Engagement: Proactively develop community relationships to cultivate and strengthen presence in target markets.
- Professional Development: Engage in continuous learning and professional development to stay up-to-date on industry trends and best practices.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- Skills and Knowledge: Strong work ethic, excellent communication and interpersonal skills, and ability to analyze client needs and understand financial products.
- Certifications and Licenses: Obtain and hold State Life and Health license prior to hire, and obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
- Travel: Access to an automobile and ability to maintain a valid driver's license.
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Financial Services Representative
2 weeks ago
Owings Mills, Maryland, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt 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...
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Financial Services Representative
2 weeks ago
Owings Mills, Maryland, United States Western & Southern Life Full timeJob Title: Financial RepresentativeJob Summary:The Financial Representative is a key role in meeting the financial needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions. This position requires strong interpersonal and communication skills to educate clients, analyze their needs, and recommend tailored...
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Financial Services Representative
2 weeks ago
Owings Mills, Maryland, United States T. Rowe Price Group, Inc. Full timeKey Responsibilities:As a Financial Services Representative at T. Rowe Price Group, Inc., you will serve as the primary point of contact for clients seeking education and advice on investment, retirement, and education planning. Your role will involve delivering exceptional client service, meeting defined sales targets, and maintaining a high level of...
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Financial Services Representative
1 month ago
Owings Mills, Maryland, United States Western & Southern Life Full timeJob SummaryThe Financial Representative role at Western & Southern Life is a dynamic opportunity to meet the financial needs of middle-income clients. As a key member of our team, you will be responsible for educating clients, analyzing their needs, and recommending tailored solutions to ensure their financial security and wealth creation.Key...
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Financial Services Representative
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Financial Services Professional
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Financial Services Professional
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Owings Mills, Maryland, United States Western & Southern Life Full timeJob Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team.Job Summary:The Financial Representative will be responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing...
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Financial Services Professional
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Owings Mills, Maryland, United States The Western and Southern Life Insurance Company Full timeUnlock Your Potential at Western & Southern LifeAre you a motivated individual with strong interpersonal skills looking to grow in your career? If you're driven by new challenges and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company.As a...
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Financial Services Professional
2 weeks ago
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