Financial Services Representative

3 days ago


Asheville, North Carolina, United States Western & Southern Life Full time
About the Role

**Job Summary:**

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Western & Southern Life. As a Financial Services 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:** Conduct thorough market analysis to identify opportunities and develop effective marketing plans to reach our target audience.
  • **Client Acquisition and Retention:** Build and maintain strong relationships with clients to understand their financial needs and provide tailored solutions to meet those needs.
  • **Sales and Service:** Effectively sell insurance and investment solutions to clients, and provide exceptional service to ensure their ongoing financial well-being.
  • **Business Development:** Identify and pursue new business opportunities to drive growth and expansion of our client base.
  • **Community Engagement:** Develop and maintain strong community relationships to promote the Western & Southern Life brand and build our presence in local markets.
  • **Professional Development:** Stay up-to-date with industry trends and best practices through ongoing training and professional development.
Requirements
  • **Education:** Minimum high school diploma or equivalent; college degree preferred.
  • **Skills and Knowledge:** Strong analytical and problem-solving skills, excellent communication and interpersonal skills, and a working knowledge of word processing and spreadsheet applications.
  • **Certifications and Licenses:** Obtain and hold State Life and Health license prior to hire, and obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
What We Offer
  • **Competitive Compensation and Benefits:** We offer a competitive salary and benefits package, including opportunities for professional growth and development.
  • **Collaborative and Supportive Team Environment:** Our team is dedicated to providing exceptional service to our clients, and we are committed to supporting each other in achieving our goals.


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