Financial Services Representative
4 days ago
About the Role:
The Financial Representative is a key position at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This role requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.
Key Responsibilities:
- Identify and develop marketing strategies to reach middle-market clients.
- Prospect and network with potential clients to build relationships and identify opportunities.
- Conduct sales, conservation, and service appointments with clients to provide tailored financial solutions.
- Prepare for appointments through established processes and utilize Western & Southern Life consultative practices.
- Effectively sell insurance and investment solutions to clients.
- Plan and schedule sales, marketing, and service activities to meet client needs.
- Develop and maintain community relationships to strengthen the Western & Southern Life brand.
- Maintain accurate client and company records.
- Operate an automobile during business hours.
Qualifications:
- High level of integrity and strong work ethic.
- Excellent interpersonal, relationship, and influence skills.
- Effective communication skills, including listening, speaking, and writing.
- Ability to analyze client needs and understand financial products.
- Ability to influence others to take needed action.
- Demonstrate personal drive and resilience to achieve goals.
- Willingness to network for new clients.
Educational Requirements:
- Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge:
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
Certifications & Licenses:
- State Life and Health license prior to hire.
- FINRA SIE, Series 6, and Series 63 within one year of employment.
Position Demands:
- Access to an automobile and ability to maintain a valid driver's license.
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