Financial Services Professional

21 hours ago


Greensboro NC USA, United States Western & Southern Life Full time
Job Title: Financial Representative

Job Summary:

The Financial Representative is responsible for meeting the middle-income client needs for risk protection, financial security, and wealth creation. This role involves educating clients, analyzing their needs, and recommending solutions in an ethical and client-focused manner.

Key Responsibilities:
  • Market Development: Identify market opportunities and develop effective marketing plans to reach middle-market clients.
  • Client Acquisition: Prospect and network for new clients, identifying qualified leads and making initial contacts.
  • Client Engagement: Schedule and conduct appointments with prospective and existing clients to discuss sales, conservation, and service opportunities.
  • Pre-Appointment Preparation: Adequately prepare for all appointments through established processes and consultative practices.
  • Sales and Service: Effectively sell insurance and investment solutions, and provide ongoing service to clients to ensure their evolving financial needs are met.
  • Marketing and Brand Development: Market the Western & Southern Life brand at the local level, and proactively develop community relationships to cultivate and strengthen presence in target markets.
  • Record Keeping: Accurately maintain client and company records, payments, and other relevant information in a timely manner.
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.
Position Demands:
  • Access to an Automobile: Ability to maintain a valid driver's license and access to an automobile.


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