Financial Services Representative

2 months ago


Owings Mills, Maryland, United States Western & Southern Life Full time
About the Role

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.
Requirements
  • 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.
Working Conditions
  • Travel: Access to an automobile and ability to maintain a valid driver's license.


  • Owings Mills, Maryland, United States Western & Southern Life Full time

    Job 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...


  • Owings Mills, Maryland, United States Western & Southern Life Full time

    Job 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...


  • Owings Mills, Maryland, United States T. Rowe Price Group, Inc. Full time

    Key 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...


  • Owings Mills, Maryland, United States Western & Southern Life Full time

    Job 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...


  • Owings Mills, Maryland, United States Voya Financial Advisors Inc Full time

    Financial Professional Opportunity at Voya Financial Advisors IncVoya Financial Advisors Inc, a leading independent broker-dealer, is seeking a skilled Financial Professional to join our team in the greater Baltimore area. As a Financial Professional, you will be responsible for building and maintaining relationships with plan sponsors, providing retirement...


  • Owings Mills, Maryland, United States T. Rowe Price Group, Inc. Full time

    Key ResponsibilitiesServe as the primary point of contact for clients seeking financial guidance and education on investment, retirement, and education planning strategies.DeliverablesMeet defined sales targets and quality of conversation metricsDevelop and maintain strong relationships with clients to understand their financial needs and goalsProvide...


  • Owings Mills, Maryland, United States The Western and Southern Life Insurance Company Full time

    Unlock 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...


  • Owings Mills, Maryland, United States T. Rowe Price Group, Inc. Full time

    Key Responsibilities:Establish and maintain strong relationships with clients to understand their financial needs and goals.Deliver personalized investment advice and guidance to help clients achieve their objectives.Work closely with internal teams to ensure seamless client service and support.Requirements:Strong communication and interpersonal...


  • Owings Mills, Maryland, United States Western & Southern Life Full time

    Job 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...


  • Owings Mills, Maryland, United States The Western and Southern Life Insurance Company Full time

    Unlock 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...


  • Owings Mills, Maryland, United States The Western and Southern Life Insurance Company Full time

    Explore Your Future at Western & Southern LifeWe are seeking a talented and motivated individual to join our team as a Financial Representative. As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions.What We OfferCompetitive...

  • Financial Accountant

    1 month ago


    Owings Mills, Maryland, United States Creative Financial Staffing Full time

    Property Accountant Job DescriptionWe are seeking a highly skilled Property Accountant to join our team at Creative Financial Staffing. As a Property Accountant, you will play a critical role in the financial success of our client, a privately-held commercial real estate company in Owings Mills, MD.Key Responsibilities:Perform financial and accounting...


  • Owings Mills, Maryland, United States The Western and Southern Life Insurance Company Full time

    Unlock Your Potential at Western & Southern LifeAre you a motivated and results-driven individual looking to build a successful career in financial services? Do you have a passion for helping others achieve their financial goals? If so, we invite you to explore the exciting opportunities available at Western & Southern Life.As a Financial Representative, you...


  • Owings Mills, Maryland, United States Advanced Radiology Services Full time

    At Advanced Radiology Services, we are committed to delivering exceptional patient care and experience. As a Patient Service Representative, you will play a vital role in ensuring our patients receive the best possible service.Key Responsibilities:Greet and register patients in a friendly and service-oriented manner.Obtain or verify proper insurance and...


  • Owings Mills, Maryland, United States T. Rowe Price Group, Inc. Full time

    Financial Consultant RoleAs a Financial Consultant at T. Rowe Price Group, Inc., you will provide expert guidance to high-value retirement plan participants over the phone. Your consultative approach will help position our products and services to meet their financial needs.Key Responsibilities:Develop and maintain relationships with clients to understand...


  • Owings Mills, Maryland, United States Wegmans Food Markets Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our sub shop team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional customer service, preparing fresh sub sandwiches and other delicious products, and maintaining a clean and organized store environment.Key...


  • Owings Mills, Maryland, United States Advanced Radiology Services Full time

    Job SummaryAdvanced Radiology Services is seeking a highly skilled and customer-focused Patient Service Representative to join our team. As a Patient Service Representative, you will be the first point of contact for patients and will be responsible for providing exceptional customer service, ensuring a positive experience for all patients.Key...


  • Owings Mills, Maryland, United States Wegmans Food Markets Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our Seafood team as a Customer Service Representative. As a key member of our team, you will be responsible for providing exceptional service to our customers, ensuring a positive shopping experience, and maintaining a clean and organized store environment.Key...


  • Owings Mills, Maryland, United States Absolute Staffing & Consulting Solutions Full time

    Job Title: Customer Service RepresentativeJob Summary:We are seeking a highly skilled Customer Service Representative to join our team at Absolute Staffing & Consulting Solutions. As a Customer Service Representative, you will be responsible for providing exceptional customer service to our clients, responding to inquiries, and resolving issues in a timely...


  • Owings Mills, Maryland, United States Quadrant Inc Full time

    Job Title: Customer Service RepresentativeJob Summary: We are seeking a skilled Customer Service Representative to join our team at Quadrant Inc. The ideal candidate will have experience in customer service, particularly in the healthcare industry.Responsibilities:Provide exceptional customer service to patients and familiesRespond to customer inquiries and...