Financial Services Representative

4 days ago

Owings Mills, Maryland, United States Western & Southern Life Full time
Job Title: Financial Representative

Job Summary:

The Financial Representative is a key role in meeting the financial needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions. This position requires strong interpersonal and communication skills to educate clients, analyze their needs, and recommend tailored solutions.

Responsibilities:

  • Identify target markets and develop effective marketing strategies.
  • Prospect and network with middle-market clients to identify qualified leads and establish initial contacts.
  • Secure appointments with prospective and existing clients to discuss sales, conservation, and service opportunities.
  • Prepare thoroughly for all appointments using established processes and consultative practices.
  • Effectively sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
  • Market Western & Southern Life's brand at the local level to develop community relationships and strengthen 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.

Qualifications:

  • 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.
  • Willingness to network for new clients.

Educational Requirements:

  • Minimum high school diploma or equivalent; college degree preferred.

Computer Skills and Knowledge:

  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.

Certifications & Licenses:

  • State Life and Health license prior to hire.
  • FINRA SIE, Series 6, and Series 63 within one year of employment.

Position Demands:

  • Access to an automobile and ability to maintain a valid driver's license.

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