Financial Services Representative

2 weeks ago


Houston, Texas, United States Western & Southern Life Full time
Job Title: Financial Representative

About the Role:

The Financial Representative is a key member of our team at Western & Southern Life, responsible for meeting the financial needs of our 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 to secure appointments with prospective and existing clients.
  • Conduct appointments using Western & Southern Life's consultative practices and processes.
  • Effectively sell insurance and investment solutions to clients.
  • Plan and schedule sales, marketing, and service activities.
  • Develop community relationships to strengthen our presence in target markets.
  • Maintain client and company records, payments, and other administrative tasks.

Requirements:

  • High level of integrity and strong work ethic.
  • Effective communication, interpersonal, and influence 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 and maintain a valid driver's license.

Education and Certifications:

  • Minimum high school diploma or equivalent; college degree preferred.
  • Working knowledge of word processing, spreadsheet applications, and internet/email.
  • Obtain and hold State Life and Health license prior to hire.
  • Obtain and hold the FINRA SIE, Series 6, and Series 63 within one year of employment.

About Western & Southern Life:

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 strong relationships with our clients.



  • Houston, Texas, United States Experior Financial Group Full time

    Unlock Your Earning Potential in the Financial IndustryAs a Financial Services Representative with Experior Financial Group, you'll have the opportunity to earn a high commission of 70% for non-experienced, non-licensed agents. With our comprehensive training program, you'll be equipped to succeed in this exciting field.But that's not all - licensed agents...


  • Houston, Texas, United States Experior Financial Group Full time

    Financial Opportunity with Experior Financial Group**High Earning Potential**As a Financial Services Representative with Experior Financial Group, you can earn up to 100% commission on sales. This means that your hard work and dedication can directly translate to a higher income.**Flexible Work Arrangements**We offer a work-from-home option, allowing you to...


  • Houston, Texas, United States Experior Financial Group Full time

    Unlock Your Earning PotentialAs a Life Agent with Experior Financial Group, you'll have the opportunity to earn high commissions, up to 100% for licensed agents. With a flexible work-from-home arrangement and no joining costs, you can start building your financial future without breaking the bank.Our comprehensive training program will equip you with the...


  • Houston, Texas, United States Tamara Thompson - State Farm Agent Full time

    Job OpportunityWe are seeking a highly skilled Financial Services Representative to join our team at Tamara Thompson - State Farm Agent. As a key member of our agency, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesUtilize a customer-focused approach to educate clients about insurance...


  • Houston, Texas, United States Tamara Thompson - State Farm Agent Full time

    Job OpportunityWe are seeking a highly skilled Financial Services Representative to join our team at Tamara Thompson - State Farm Agent. As a key member of our agency, you will play a crucial role in marketing and selling financial products that manage everyday risks.Key ResponsibilitiesConduct customer-focused reviews to educate clients about insurance...


  • Houston, Texas, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeWe are seeking a highly motivated and results-driven Financial Representative to join our team at Western & Southern Life. As a Financial Representative, you will play a critical role in meeting the financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...


  • Houston, Texas, United States Ria Financial Full time

    About Ria FinancialRia Financial is a leading provider of financial services, dedicated to delivering reliable and trustworthy payment solutions to our customers worldwide.Job SummaryWe are seeking a highly motivated and customer-focused Customer Service Representative to join our retail team. As a key member of our team, you will be responsible for...


  • Houston, Texas, United States Western & Southern Life Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Representative to join our team at Western & Southern Life. 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...


  • Houston, Texas, United States Stellantis Financial Services US Full time

    About Stellantis Financial ServicesWe are a leading provider of financial services to the automotive industry, offering a range of products and services to our customers. Our team is dedicated to delivering exceptional customer experiences and driving business growth.Job SummaryWe are seeking a highly skilled and motivated Financial Services Collector to...


  • Houston, Texas, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt Western & Southern Life, we are seeking a highly skilled 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 risk protection, financial security, and wealth creation solutions.Key Responsibilities:Identify and...


  • Houston, Texas, United States BNY Mellon Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Financial Services Representative to join our Loan Administration Services team in Houston, TX. As an Intermediate Representative, you will play a critical role in providing exceptional client service and transactional support functions.Key ResponsibilitiesPerform routine and non-routine...


  • Houston, Texas, United States Natalie Barry - State Farm Agent Full time

    Job Title: Insurance and Financial Services RepresentativeWe are seeking a highly motivated and customer-focused Insurance and Financial Services Representative to join our team. As a representative, you will be responsible for providing exceptional customer service, building relationships with clients, and helping them achieve their financial...


  • Houston, Texas, United States Magellan Financial & Insurance Services, Inc. Full time

    Financial Advisor OpportunityAt Magellan Financial & Insurance Services, Inc., we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve a secure and prosperous retirement.Key Responsibilities:Provide comprehensive financial planning for high-net-worth clients, particularly...


  • Houston, Texas, United States Natalie Barry - State Farm Agent Full time

    Job OpportunityWe are seeking a highly motivated and results-driven Financial Services Representative to join our team at Natalie Barry - State Farm Agent. As a key member of our team, you will play a critical role in building and maintaining strong relationships with our clients, identifying their financial needs, and providing tailored solutions to meet...


  • Houston, Texas, United States Bronson Kinkade Consulting Full time

    Unlock Your Earning PotentialAt Bronson Kinkade Consulting, we're seeking a skilled Financial Services Representative to join our team. As a key player in our expanding agency, you'll have the opportunity to excel in a dynamic, fully remote environment.Key Benefits:In-Bound Leads Only: Focus on high-quality leads, eliminating cold calling and increasing your...


  • Houston, Texas, United States Magellan Financial & Insurance Services, Inc. Full time

    Financial Advisor OpportunityAt Magellan Financial & Insurance Services, Inc., we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping clients achieve their financial goals and secure their retirement.Key Responsibilities:Provide comprehensive financial planning and investment advice to...


  • Houston, Texas, United States AO South Full time

    Unlock Your Potential in Financial ServicesAre you passionate about helping others achieve their financial goals? Do you thrive in a dynamic, fast-paced environment where no two days are the same? If so, we may have the perfect opportunity for you.As a Financial Services Representative with AO South, you will have the chance to work with individuals and...


  • Houston, Texas, United States Chase LaGarde - State Farm Agent Full time

    Job OpportunityAre you a motivated individual looking to build a career in insurance and financial services? Do you have a passion for working with people and helping them achieve their financial goals? We are seeking a talented and driven individual to join our team as an Insurance and Financial Services Representative.ResponsibilitiesDevelop and maintain...


  • Houston, Texas, United States TEKsystems Full time

    Job DescriptionWe are seeking a highly skilled Financial Call Center Representative to join our team at TEKsystems. As a key member of our customer service team, you will be responsible for providing exceptional support to our clients by responding to their inquiries about our banking products and services.Key Responsibilities:Assist clients with their...


  • Houston, Texas, United States Chase LaGarde - State Farm Agent Full time

    Job OpportunityAre you looking for a challenging and rewarding career in the financial services industry? As a member of the Chase LaGarde - State Farm Agent team, you will have the opportunity to build and develop customer relationships within the community to promote State Farm products, including auto, home, and life insurance.Key ResponsibilitiesUse a...