Financial Representative Specialist

4 days ago


Lima, Ohio, United States Western & Southern Life Full time
Job Description

We are seeking a highly skilled Financial Representative to join our team at Western & Southern Life. This is an excellent opportunity for a motivated individual to develop their skills and knowledge in the field of financial services.

About the Role

The Financial Representative will be responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner.

Responsibilities
  • Develop and implement effective marketing plans to identify target markets and prospects.
  • Analyze client needs and provide tailored solutions to meet their financial goals.
  • Build strong relationships with clients through regular communication and follow-up appointments.
  • Maintain accurate records and files, including client information and payment details.
  • Continuously develop professional skills and knowledge to stay up-to-date with industry developments.
Requirements
  • High school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing and spreadsheet applications.
  • State Life and Health license prior to hire.
  • FINRA SIE, Series 6 and Series 63 within one year of employment.
Estimated Salary Range

$60,000 - $80,000 per annum, depending on experience and qualifications.

Benefits
  • Ongoing training and development opportunities.
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including health insurance and retirement plan.


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