Financial Services Specialist

3 days ago


Roanoke, Virginia, United States Western & Southern Life Full time

About the Role

As a Financial Representative at Western & Southern Life, you will play a critical role in meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions to ensure their financial security and wealth creation.

The ideal candidate will have strong interpersonal, relationship, and influence skills, as well as effective communication skills, including listening, speaking, and writing. They must also be able to analyze client needs, understand financial products, and sell customized solutions.

In this position, you will:

  • Develop and implement marketing strategies to identify new business opportunities;
  • Prospect and network for middle-market clients to expand the company's presence;
  • Contact and secure appointments with prospective and existing clients to provide sales, conservation, and service;
  • Adequately prepare for all appointments using established processes;
  • Conduct appointments using Western & Southern Life consultative practices and processes;
  • Sell insurance and investment solutions effectively;
  • Plan and schedule sales, marketing, and service activities;
  • Maintain personal contact with clients to ensure their evolving financial needs are met;
  • Engage in continuous professional development to enhance skills and knowledge.

Requirements

To be successful in this role, you should have:

  • A minimum high school diploma or equivalent; a college degree is preferred;
  • Working knowledge of word processing, spreadsheet applications, the internet, and email;
  • A valid State Life and Health license prior to hire;
  • The ability to obtain and hold the FINRA SIE, Series 6, and Series 63 within one year of employment;
  • A reliable automobile and a valid driver's license.

Earnings Potential

The estimated annual salary for this role is around $65,000-$85,000, depending on experience and performance. This figure may vary based on individual circumstances and market conditions.



  • Roanoke, Virginia, United States Boutique Recruiting Full time

    A prestigious trucking and transportation company is seeking a dynamic and detail-oriented Chief Financial Services Director to join their team in Roanoke, VA. This exciting role offers the opportunity to work closely with the COO and oversee the entire financial services process, manage a team of billing specialists, and ensure accurate and timely...


  • Roanoke, Virginia, United States Meron Financial Agency Full time

    Unlock Your Earning PotentialMeron Financial Agency is a leading firm committed to empowering individuals and businesses to achieve their financial goals. As a Financial Success Consultant, you will play a crucial role in helping our clients succeed.Competitive SalaryWe offer a competitive salary of $80,000 - $300,000+ per year, depending on your performance...


  • Roanoke, Virginia, United States Layman Distributing Full time

    Job SummaryWe are seeking a skilled Financial Operations Specialist to join our team at Layman Distributing, a leading wholesale distributor in the Mid-Atlantic region. This role will be responsible for managing all financial transactions, producing monthly reports, and ensuring accurate record-keeping.ResponsibilitiesManage daily financial transactions,...


  • Roanoke, Virginia, United States Bankers Life Full time

    We are seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will play a crucial role in helping clients achieve their financial goals.Our award-winning training program equips you with the knowledge and skills necessary to succeed in this career. You will have access to...


  • Roanoke, Virginia, United States Wells Fargo Full time

    As a Customer Service Specialist for Everyday Banking, you will be responsible for supporting customers and identifying opportunities to improve their experience with our financial products and services. You will work with customers through various channels, including phone, text, chat, and video chat, to provide empathetic and effective support. This role...


  • Roanoke, Virginia, United States U.S. Army Full time

    About the Role">We are seeking highly skilled individuals to join our Military Police team as a Protective Services Specialist. This role involves enforcing military laws and regulations, controlling traffic, preventing crime, and responding to emergencies. You will also be responsible for conducting force protection, anti-terrorism, area security, and...


  • Roanoke, Virginia, United States Zūm Services Full time

    Job SummaryWe are seeking a highly skilled and experienced Driver Training Specialist to join our team at Zūm Services, Inc. The ideal candidate will be responsible for training and developing our School Bus Drivers to ensure they meet the highest standards of safety and efficiency.


  • Roanoke, Virginia, United States BioLife Plasma Services Full time

    At BioLife Plasma Services, we are committed to providing a positive and supportive work environment for our employees. We believe that by working together, we can achieve great things and make a real difference in the lives of others.We are currently seeking a Medical Support Specialist to join our team at our Roanoke, VA location. As a Medical Support...


  • Roanoke, Virginia, United States Biolife Plasma Services Full time

    Job OverviewBiolife Plasma Services is a leading organization dedicated to transforming patient care through the development of novel specialty pharmaceuticals and best-in-class patient support programs.As a Medical Plasma Specialist, you will play a vital role in our mission by ensuring the highest standards of medical excellence and customer service in our...


  • Roanoke, Virginia, United States Shentel Full time

    Company Overview:Shenandoah Telecommunications Company (Shentel) is a leading provider of broadband services in eight contiguous states in the eastern United States. Our cutting-edge fiber optic and cable networks enable us to deliver high-speed internet, video, voice, Ethernet, dark fiber leasing, and managed network services.About the Role:We are seeking...


  • Roanoke, Virginia, United States Biolife Plasma Services Full time

    About the RoleBioLife Plasma Services is committed to delivering exceptional patient care through the collection of high-quality plasma. As a Medical Support Specialist, you will play a vital role in ensuring the safety and well-being of our donors.Key ResponsibilitiesDetermine donor eligibility by conducting medical history interviews, reviewing laboratory...


  • Roanoke, Virginia, United States Peregrine Team Full time

    About the RoleWe are seeking a highly skilled Environmental Services Specialist to join our team in Roanoke, VA.Salary: $20/hourKey ResponsibilitiesClean and maintain physical surfaces within a construction or technical environment.Polish, finish, strip, and seal floors to high standards.Clean windows, glass, and mirrors using effective methods.Steam and...


  • Roanoke, Virginia, United States Biolife Plasma Services Full time

    About the RoleAs a Medical Support Specialist at BioLife Plasma Services, you will play a vital role in ensuring the safety and well-being of donors. Your primary responsibility will be to determine donor eligibility to donate plasma, manage donor adverse events, review laboratory test results, and notify donors of unsuitable test results.The Medical Support...


  • Roanoke, Virginia, United States Specialty Professional Services Full time

    Specialty Professional Services is seeking a skilled Medical Imaging Specialist to work on a 5x8 days shift in Roanoke, VA. As an essential member of our team, you will be responsible for providing high-quality ultrasound services to our patients.We offer a competitive salary and benefits package to ensure your well-being and success. The estimated annual...


  • Roanoke, Virginia, United States Biolife Plasma Services Full time

    BioLife Plasma Services is a subsidiary of Takeda Pharmaceutical Company Ltd, dedicated to improving the lives of patients with rare diseases.We are committed to providing exceptional customer service to donors and fellow employees while maintaining a clean and professional environment.This role requires 6-8 weeks of travel for training purposes, with all...


  • Roanoke, Virginia, United States Specialty Professional Services Full time

    Specialty Professional Services is seeking a skilled Clinical Nurse Specialist to join our team in Roanoke, VA. This role requires a current Virginia license or Compact license and at least one year of recent experience as a CVOR nurse.The ideal candidate will possess a strong background in Cardiovascular Operating Room (CVOR) nursing, with the ability to...

  • CFS Specialist

    7 days ago


    Roanoke, Virginia, United States DePaul Community Resources Full time

    Job Description:DePaul Community Resources is seeking a dedicated and compassionate CFS Specialist to join our team in Roanoke. As a key member of our community services department, you will play a vital role in providing case management services and supporting the well-being of children and families.About the Role:Provide responsible and professional...


  • Roanoke, Virginia, United States Eliassen Group Full time

    Job OverviewWe are seeking a Financial Reporting Engineer to join our team at Eliassen Group. As a key member of our financial services business unit, you will be responsible for modernizing our legacy reporting and business intelligence platform using PL/SQL and ETL tools.Key Responsibilities:Develop and support database solutions using PL/SQL.Work with ETL...


  • Roanoke, Virginia, United States Biolife Plasma Services Full time

    Company OverviewBioLife Plasma Services is a leading organization dedicated to improving the lives of patients with rare diseases. Our mission is to provide high-quality plasma products that make a difference in the lives of those who need them most.Salary and BenefitsWe offer a competitive hourly wage range of $19.00 - $25.08, commensurate with experience,...


  • Roanoke, Virginia, United States Biolife Plasma Services Full time

    BioLife Plasma Services is committed to improving the lives of patients with rare diseases. Our team feels good knowing that our work helps make a difference in the lives of others.Company OverviewAs a Medical Support Specialist at BioLife Plasma Services, you will play a critical role in ensuring the safety and well-being of donors and staff. You will be...