Financial Services Professional

4 days ago


Peachtree Corners, Georgia, United States Western & Southern Life Full time

Job Summary

The Financial Representative role at Western & Southern Life involves 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.

Key Responsibilities

  • Identify target markets and develop effective marketing strategies.
  • Prospect and network with potential clients to identify qualified leads.
  • Secure appointments with clients to discuss sales, conservation, and service opportunities.
  • Prepare for appointments using established processes and consultative practices.
  • Sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities.
  • Develop community relationships to strengthen the Western & Southern Life brand.
  • Maintain client relationships and ensure their evolving financial needs are met.
  • Engage in continuous professional development to enhance skills and knowledge.
  • Maintain accurate client and company records.

Requirements

  • High level of integrity and strong work ethic.
  • Effective communication and interpersonal skills.
  • Ability to analyze client needs and understand financial products.
  • Ability to influence others to take needed action.
  • Personal drive and resilience to achieve goals.
  • Willingness to network for new clients.
  • Minimum high school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing, spreadsheet applications, internet, and email.
  • State Life and Health license and FINRA SIE, Series 6, and Series 63 certifications within one year of employment.

Position Demands

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


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