Financial Services Professional
4 weeks ago
We are seeking a highly motivated and dedicated individual to join our team as a Financial Services Professional. As a key member of our sales team, you will play a critical role in helping families achieve long-term financial stability and build a legacy of their own.
As a Financial Services Professional, you will work directly with clients to understand their unique financial needs and goals. You will provide personalized financial solutions through fact gathering and needs analysis, and work closely with clients to develop and implement customized financial plans.
We are looking for a strong relationship builder who takes a people-first approach. You will be responsible for establishing and maintaining long-term relationships with clients, and for providing exceptional customer service and support.
Key Responsibilities- Establish and maintain long-term relationships with clients
- Provide financial solutions through fact gathering and needs analysis
- Develop and implement customized financial plans
- Establish networks and cultivate referrals
- Provide exceptional customer service and support
- Bachelor's degree
- State insurance license
- Excellent analytical, problem-solving, and critical thinking skills
- Ability to problem-solve to reach resolution
- Strong written and verbal communication skills
- Leadership support and guidance
- Business advice and mentorship
- Cutting-edge technologies to make doing business easier
- A team-based environment that values collaboration and teamwork
We are committed to helping our financial professionals succeed and grow in their careers. If you are a motivated and dedicated individual who is passionate about helping families achieve financial stability, we encourage you to apply for this exciting opportunity.
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Financial Services Professional
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Financial Services Professional
4 weeks ago
Peachtree Corners, Georgia, United States Western & Southern Life Full timeJob SummaryThe Financial Representative role at Western & Southern Life involves meeting the financial needs of middle-income clients by educating them, analyzing their needs, and recommending tailored solutions. This position requires strong interpersonal and communication skills, as well as the ability to analyze client needs and sell financial...
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