Financial Services Representative
2 weeks ago
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 risk protection, financial security, and wealth creation solutions.
Key Responsibilities:- Identify and develop marketing strategies to reach middle-market clients.
- Prospect and network with potential clients to identify qualified leads.
- Conduct appointments with clients to discuss and sell insurance and investment solutions.
- Develop and implement sales, marketing, and service plans to achieve business objectives.
- Market Western & Southern Life's brand at the local level to build relationships and establish a strong presence in the community.
- Maintain accurate records and ensure timely payments.
- Operate a vehicle during business hours.
- 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 sell tailored solutions.
- Ability to influence others to take needed action.
- Demonstrate personal drive and resilience to achieve goals.
- Willingness to network and build relationships with 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 prior to hire.
- FINRA SIE, Series 6, and Series 63 within one year of employment.
- Access to an automobile and valid driver's license.
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