Financial Services Representative

2 weeks ago


Van Wert, Ohio, United States Western & Southern Life Full time
Job Summary

The Financial Representative role at Western & Southern Life is a dynamic position that requires a strong work ethic and ability to work with clients to meet their financial needs. As a Financial Representative, you will be responsible for identifying market opportunities, developing marketing plans, and providing financial solutions to clients.

Key Responsibilities
  • Develop and implement marketing plans to identify and acquire new clients
  • Conduct client meetings to understand their financial needs and provide tailored solutions
  • Effectively communicate financial products and services to clients
  • Network and build relationships with clients to cultivate and strengthen presence in target markets
  • Maintain accurate records and reports of client interactions and financial transactions
Requirements
  • High school diploma or equivalent; college degree preferred
  • Working knowledge of word processing and spreadsheet applications
  • Ability to obtain and hold State Life and Health license and FINRA SIE, Series 6 and Series 63 certifications
  • Access to an automobile and valid driver's license
What We Offer

Western & Southern Life offers a competitive compensation package, opportunities for professional development, and a dynamic work environment. If you are a motivated and client-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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