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Financial Services Representative
2 months ago
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.
- Product Sales and Service: Effectively sell and service insurance and investment products to clients, ensuring they have the right solutions to achieve their financial goals.
- Business Development: Proactively develop community relationships and cultivate new business opportunities to drive growth and expansion.
- Client Communication and Support: Maintain regular contact with clients to ensure their evolving financial needs are being met and provide ongoing support and guidance.
- Professional Development: Engage in ongoing training and professional development to stay up-to-date on industry trends and best practices.
- 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, excellent interpersonal and communication skills, and ability to analyze client needs and provide tailored solutions.
Western & Southern Life is a leading provider of life insurance and investment products. We are committed to helping our clients achieve their financial goals and build a secure financial future. If you are a motivated and results-driven individual who is passionate about delivering exceptional customer service and building strong relationships, we encourage you to apply for this exciting opportunity.
