Financial Services Representative

1 day ago


Mount Vernon, Ohio, United States Western and Southern Life Full time
Financial Representative Job Description

At Western and Southern Life, we are seeking a highly skilled and motivated 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 risk protection, financial security, and wealth creation solutions.

Key Responsibilities:
  • Identify and develop targeted marketing plans to reach middle-market clients.
  • Prospect and network to identify qualified leads and establish relationships with potential clients.
  • Conduct appointments with clients to analyze their financial needs and provide tailored solutions.
  • Effectively sell insurance and investment products to meet client needs.
  • Develop and implement sales, marketing, and service strategies to achieve business objectives.
  • Maintain strong relationships with clients to ensure their evolving financial needs are met.
  • Stay up-to-date with industry developments and best practices through continuous professional development.
Requirements:
  • High level of integrity and strong work ethic.
  • Excellent interpersonal, relationship, and influence skills.
  • Effective communication skills, including listening, speaking, and writing.
  • Ability to analyze client needs and provide tailored solutions.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and meet deadlines.
Preferred Qualifications:
  • College degree or equivalent.
  • Working knowledge of word processing and spreadsheet applications.
  • State Life and Health license and FINRA SIE, Series 6, and Series 63 certifications.

We offer a competitive compensation package and opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



  • Mount Vernon, Ohio, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly motivated and client-focused Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.Key Responsibilities:Identify and...


  • Mount Vernon, Ohio, United States Western & Southern Life Full time

    Job SummaryWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Western & Southern Life. As a Financial Services Representative, you will be responsible for meeting the financial needs of our clients by providing expert advice and guidance on insurance and investment solutions.Key ResponsibilitiesMarket...


  • Mount Vernon, Ohio, United States Tim Workman - State Farm Agent Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will be responsible for establishing strong relationships with our customers, identifying their needs, and providing them with tailored solutions.ResponsibilitiesDevelop and maintain strong...


  • Mount Vernon, Ohio, United States Tim Workman - State Farm Agent Full time

    Job Title: Insurance Sales RepresentativeWe are seeking a highly motivated and customer-focused Insurance Sales Representative to join our team at Tim Workman - State Farm Agent. As an Insurance Sales Representative, you will be responsible for establishing customer relationships, following up with customers, and educating them about insurance...

  • Sales Representative

    3 weeks ago


    Mount Vernon, Ohio, United States Omni Fiber LLC Full time

    Job OverviewOmni Fiber LLC is seeking a highly motivated and results-driven Community Sales Representative to join our team. As the face of our company in the communities of Dover, New Philly, Shelby, Wooster, Bucyrus, and Mt. Gilead, you will be responsible for increasing our customer base and representing our brand at local events.Key...

  • Sales Representative

    3 weeks ago


    Mount Vernon, Ohio, United States Mercury Broadband Full time

    Job Title: Outside Sales RepresentativeMercury Broadband is seeking a dynamic and results-driven Outside Sales Representative to join our team. As a key member of our sales team, you will be responsible for promoting our high-speed internet and digital phone services to residential customers in rural areas.Key Responsibilities:Conduct in-person sales visits...

  • Hospice Nurse

    2 weeks ago


    Mount Vernon, Ohio, United States Gentiva Health Services Full time

    About the RoleGentiva Health Services is seeking a compassionate and skilled Hospice Registered Nurse to join our team. As a Hospice RN, you will play a vital role in providing high-quality care to patients and their families during their most vulnerable time.Key ResponsibilitiesProvide direct patient care services to hospice patients and supportive care to...

  • Hospice LPN

    8 hours ago


    Mount Vernon, Ohio, United States Gentiva Health Services Full time

    About the RoleGentiva Health Services is seeking a compassionate and skilled Hospice LPN to join our team. As a Hospice LPN, you will provide direct patient care services to hospice patients and supportive care to the patient's family with a reasonable case load.Key ResponsibilitiesEvaluate patient/family needs and assist in the preparation and execution of...


  • Mount Gilead, Ohio, United States DISH Full time

    About the RoleWe are seeking a skilled Field Technician to join our team at DISH. As a Field Technician, you will be responsible for representing our company in customers' homes, providing exceptional service and support.Key ResponsibilitiesInstall and maintain satellite television systemsProvide technical support and troubleshootingEnsure customer...


  • Mount Gilead, Ohio, United States DISH Full time

    About the RoleWe are seeking a highly skilled Field Technician to join our team at DISH. As a Field Technician, you will be responsible for representing our company in customers' homes daily, providing exceptional service and ensuring their satisfaction with our products and services.Key ResponsibilitiesInstall and maintain satellite television systems,...


  • Mount Gilead, Ohio, United States DISH Full time

    About the RoleWe are seeking a skilled Field Technician to join our team at DISH. As a Field Technician, you will be responsible for representing our company in customers' homes, providing exceptional service and support.Key ResponsibilitiesInstall and maintain satellite television systems, smart home devices, and other equipmentProvide technical support and...


  • Mount Vernon, Ohio, United States Tim Workman - State Farm Agent Full time

    Unlock Your Potential as a State Farm Agent Team MemberAre you a motivated and customer-focused individual looking for a challenging and rewarding career? Do you have a passion for helping others and making a difference in your community?We are seeking a highly skilled and dedicated team member to join our State Farm agent team. As a key member of our team,...


  • Mount Vernon, Ohio, United States Optimum Insurance Full time

    Optimum Insurance Account ManagerJoin our team as an Account Manager at Optimum Insurance, where you will play a key role in generating new customers and managing existing accounts. As an Account Manager, you will be responsible for advising and meeting the insurance needs of our customers, communicating with them to manage accounts and service business, and...


  • Mount Sterling, Ohio, United States WillowWood Full time

    About WillowWoodWe are a well-established industry leader in providing prosthetic and orthotic products to clinicians and amputees around the world. Our mission is to level the playing field between physically unchallenged people and all people who find themselves challenged due to limb loss or limb dysfunction.The RoleThe Customer Care Representative is a...


  • Mount Vernon, Ohio, United States Mondelez International Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented Part Time Nabisco Merchandiser to join our team. As a key member of our sales and merchandising team, you will be responsible for ensuring our products are well-represented and stocked on store shelves.Key Responsibilities:Represent Mondelēz International in front of in-store employees and...


  • Mount Vernon, Ohio, United States CenterWell Home Health Full time

    About the RoleWe are seeking a skilled Home Health Sales Executive to join our team at CenterWell Home Health. As a Home Health Sales Executive, you will play a critical role in promoting our homecare services to physicians, hospitals, skilled nursing facilities, and other healthcare professionals within an assigned territory.Key ResponsibilitiesDevelop and...


  • Mount Vernon, Ohio, United States Famous Supply Full time

    Job DescriptionFamous Supply is a wholesale distributor dedicated to serving contractors, builders, and remodelers in the HVAC, Plumbing, Building Products, Lighting, and Industrial/PVF segments.We are a family-owned business that treats our associates like family, guided by our 5 Core Values: Family, Trust, Communication, Teamwork, and Continuous...


  • Mount Vernon, Ohio, United States Famous Supply Full time

    About the RoleFamous Supply is seeking a skilled Counter Sales Associate to join our team in the HVAC and Plumbing department. As a Counter Sales Associate, you will provide exceptional customer service, understand customer needs, and provide the products and solutions to meet those needs.Key Responsibilities:Provide friendly and helpful customer service to...


  • Mount Vernon, Ohio, United States CES Credit Union Full time

    Job OverviewCredit Union Branch ManagerCES Credit Union is seeking a dynamic and experienced professional to join our team as a full-time Credit Union Branch Manager. This role offers a unique opportunity to showcase leadership skills and make a positive impact in the financial services industry.Key ResponsibilitiesAs a Credit Union Branch Manager, you will...


  • Mount Vernon, Ohio, United States Carrols Restaurant Group Full time

    Carrols Restaurant Group - 996 Coshocton AveAs a Service Tech at Carrols Restaurant Group, you will be responsible for prioritizing and completing needed repairs in a timely fashion. You will work with the R&M Budget to implement preventive maintenance procedures as defined by company representatives. Your goal will be to develop a work schedule that...