Financial Services Specialist
3 days ago
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.
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