Financial Services Professional

2 weeks ago


Merrillville, Indiana, United States Western & Southern Life Full time
Job Summary:

The Financial Representative role at Western & Southern Life is a dynamic position that requires a strong understanding of financial products and services. As a key member of our team, you will be responsible for meeting the needs of middle-income clients by providing tailored solutions for risk protection, financial security, and wealth creation.

Key Responsibilities:
1. Identify market opportunities and develop effective marketing strategies to reach middle-market clients.
2. Network and prospect for new clients, building relationships and identifying qualified leads.
3. Conduct appointments with clients to analyze their needs and provide personalized solutions.
4. Effectively sell insurance and investment products, ensuring clients' evolving financial needs are met.
5. Maintain accurate records and payments, ensuring timely and efficient service delivery.
6. Engage in continuous professional development to enhance skills and knowledge, staying up-to-date with industry trends and best practices.

Requirements:
1. High level of integrity and strong work ethic, with a willingness to work flexible hours, including evenings and weekends.
2. Excellent interpersonal, relationship, and influence skills, with effective communication and listening abilities.
3. Ability to analyze client needs, understand financial products, and sell tailored solutions.
4. Strong analytical and problem-solving skills, with the ability to work independently and as part of a team.
5. Educational Requirements: Minimum high school diploma or equivalent; college degree preferred.
6. Computer skills and knowledge of hardware and software, including word processing and spreadsheet applications.
7. Certifications and Licenses: Obtain and hold State Life and Health license prior to hire, and FINRA SIE, Series 6, and Series 63 within one year of employment.

What We Offer:
Western & Southern Life is committed to providing a supportive and dynamic work environment, with opportunities for professional growth and development. If you are a motivated and client-focused individual with a passion for financial services, we encourage you to apply for this exciting opportunity.

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