Financial Services Representative

2 weeks ago


Saginaw, Michigan, 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 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.
Requirements:
  • 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.
Qualifications:
  • 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.
Position Demands:
  • Access to an automobile and valid driver's license.


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