Financial Services Representative

3 weeks ago


Youngstown, Ohio, 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 clients by providing personalized financial solutions and exceptional customer service.

Key Responsibilities:
  • Identify and develop targeted marketing strategies to reach middle-market clients.
  • Prospect and network with potential clients to build relationships and identify new business opportunities.
  • Conduct sales appointments and presentations to effectively communicate financial solutions and products.
  • Develop and maintain a strong understanding of financial products and services to provide tailored solutions to clients.
  • Build and maintain strong relationships with clients to ensure their evolving financial needs are met.
  • Stay up-to-date with industry trends and best practices to continuously improve sales and service skills.
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 provide tailored financial solutions.
  • Strong analytical and problem-solving skills.
  • Ability to work in a fast-paced environment and meet sales targets.
Preferred Qualifications:
  • College degree or equivalent.
  • Working knowledge of word processing and spreadsheet applications.
  • State Life and Health license and FINRA SIE, Series 6, and Series 63 certifications.

We offer a competitive compensation package, including a base salary, commissions, and benefits. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply for this exciting opportunity.



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