Financial Services Representative

4 weeks ago


Ontario, Ohio, United States Western & Southern Life Full time
Job Title: Financial Representative

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 them with tailored solutions for risk protection, financial security, and wealth creation.

Key Responsibilities:
  • Identify and develop marketing strategies to reach middle-market clients.
  • Prospect and network with potential clients to build relationships and identify new business opportunities.
  • Conduct sales, conservation, and service appointments with clients to provide them with personalized financial solutions.
  • Develop and implement effective sales and marketing plans to achieve business objectives.
  • Market Western & Southern Life's brand and products to build strong relationships with clients and prospects.
  • Maintain accurate records and reports to ensure compliance with company policies and regulatory requirements.
Requirements:
  • High school diploma or equivalent; college degree preferred.
  • Strong communication and interpersonal skills.
  • Ability to analyze client needs and provide tailored solutions.
  • Valid driver's license and access to a reliable vehicle.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.


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