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Financial Services Representative
2 months ago
At Western & 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 clients by providing expert advice and guidance on risk protection, financial security, and wealth creation.
Key Responsibilities- Market Analysis and Planning: Identify and develop effective marketing strategies to reach middle-market clients.
- Client Acquisition and Retention: Prospect and network for new clients, and maintain strong relationships with existing clients to ensure their evolving financial needs are being met.
- Financial Solutions: Analyze client needs, understand financial products, and sell tailored solutions to meet their goals.
- Business Development: Develop and implement plans to increase sales, marketing, and service activities.
- Community Engagement: Proactively develop relationships with local businesses and organizations to cultivate and strengthen our presence in the community.
- Client Communication: Maintain accurate and timely records, and provide exceptional customer service to clients.
- Professional Development: Engage in ongoing training and development to stay up-to-date on industry trends and best practices.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- Computer Skills: Working knowledge of word processing, spreadsheet applications, internet, and email.
- Certifications and Licenses: State Life and Health license, FINRA SIE, Series 6, and Series 63.
- Personal Qualities: High level of integrity, strong work ethic, excellent interpersonal and communication skills, and ability to analyze client needs.
We are a leading provider of life insurance and financial services, dedicated to helping our clients achieve their financial goals. Our team is passionate about delivering exceptional service and building long-term relationships with our clients.
