Senior Financial Strategist

2 weeks ago

Shelby, North Carolina, United States Western & Southern Life Full time
Job Overview
A successful Senior Financial Strategist will be responsible for meeting the financial needs of middle-income clients. This role requires a strong ability to analyze client needs, understand financial products, and sell tailored solutions.

About the Role
The ideal candidate will have a high level of integrity, a strong work ethic, and excellent interpersonal skills. They will also possess effective communication skills, including listening, speaking, and writing.

Responsibilities
This position involves identifying market opportunities, developing marketing plans, and prospecting for new clients. The successful candidate will also be responsible for securing appointments with prospective and existing clients, preparing for appointments, and conducting sales and service activities.

Qualifications
To be successful in this role, candidates must have a minimum high school diploma or equivalent, preferably a college degree. They should also have working knowledge of word processing and spreadsheet applications, as well as internet and email.

Compensation
We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience. In addition, we provide comprehensive benefits, including health insurance, retirement savings plan, and paid time off.

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