Financial Services Professional
1 day ago
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 risk protection, financial security, and wealth creation solutions.
Key Responsibilities:- Identify and develop marketing strategies to reach middle-market clients.
- Prospect and network with potential clients to identify qualified leads.
- Conduct sales, conservation, and service appointments with clients to provide tailored financial solutions.
- Prepare for appointments through established processes and consultative practices.
- Effectively sell insurance and investment solutions to clients.
- Plan and schedule sales, marketing, and service activities to achieve business goals.
- Develop and maintain community relationships to strengthen our presence in target markets.
- Maintain personal contact with clients to ensure their evolving financial needs are being met.
- Engage in continuous professional development to enhance skills and knowledge.
- Accurately maintain client and company records, payments, and other relevant information.
- High level of integrity and strong work ethic.
- Strong interpersonal, relationship, and influence skills.
- Effective communication skills, including listening, speaking, and writing.
- Ability to analyze client needs, understand financial products, and sell tailored solutions.
- Ability to influence others to take needed action.
- Demonstrate personal drive and resilience to achieve goals.
- Willing and able to network for new clients.
- Minimum high school diploma or equivalent; college degree preferred.
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
- State Life and Health license prior to hire.
- FINRA SIE, Series 6, and Series 63 within one year of employment.
- Access to an automobile and ability to maintain a valid driver's license.
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Financial Services Representative
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Columbus, Indiana, United States Western & Southern Life Full timeJob SummaryWestern & Southern Life is seeking a highly skilled Financial Representative to meet the needs of our middle-income clients. As a Financial Representative, you will be responsible for educating clients, analyzing their needs, and recommending solutions in an ethical and client-focused manner.Key ResponsibilitiesMarket Development: Identify and...
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Financial Services Representative
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Financial Services Representative
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Columbus, Indiana, United States Western & Southern Life Full timeJob SummaryWestern & Southern Life is seeking a highly skilled Financial Representative to meet the needs of our middle-income clients. As a Financial Representative, you will be responsible for educating clients, analyzing their needs, and recommending solutions in an ethical and client-focused manner.Key ResponsibilitiesMarket Development: Identify and...
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