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Financial Services Representative

2 months ago

Greensboro NC USA, 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 personalized financial solutions and exceptional customer service.

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 appointments with clients to provide tailored financial solutions and recommendations.
  • Develop and implement effective sales and marketing strategies to drive business growth.
  • Build and maintain strong relationships with clients to ensure their evolving financial needs are met.
  • Stay up-to-date with industry trends and developments to provide expert advice and guidance to clients.
Requirements:
  • High school diploma or equivalent; college degree preferred.
  • Strong communication and interpersonal skills.
  • Ability to analyze client needs and provide tailored financial solutions.
  • Valid driver's license and access to a reliable vehicle.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.