Financial Services Representative

2 weeks ago


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

We 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 Responsibilities
  • Market Analysis and Planning: Identify and develop effective marketing strategies to reach middle-market clients and grow our business.
  • Client Acquisition and Retention: Build strong relationships with clients to understand their financial needs and provide tailored solutions to meet those needs.
  • Insurance and Investment Sales: Effectively sell insurance and investment products to clients, ensuring they have the right protection and security in place.
  • Business Development: Develop and implement plans to grow our business, including identifying new opportunities and building relationships with key stakeholders.
  • Client Communication: Maintain regular contact with clients to ensure their financial needs are being met and provide ongoing support and guidance.
  • Professional Development: Stay up-to-date with industry developments and best practices, and engage in ongoing training and professional development to enhance your skills and knowledge.
Requirements
  • Education: Minimum high school diploma or equivalent; college degree preferred.
  • Computer Skills: Working knowledge of word processing and spreadsheet applications, as well as internet and email.
  • Certifications and Licenses: State Life and Health license, FINRA SIE, Series 6 and Series 63.
  • Personal Qualities: High level of integrity, strong work ethic, and excellent interpersonal and communication skills.
Working Conditions

This role requires a valid driver's license and access to an automobile. You will be required to work a variety of hours, including weekday evenings and weekends, to meet the needs of our clients.



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