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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: Prospect and network for new clients, secure appointments, and provide exceptional service to existing clients.
- Financial Solutions: Analyze client needs, recommend tailored solutions, and sell insurance and investment products to meet their financial goals.
- Business Development: Develop and implement plans to increase sales, marketing, and service activities, and promote the Western & Southern Life brand at the local level.
- Community Engagement: Build relationships with local businesses and organizations to strengthen our presence in the community.
- Client Communication: Maintain regular contact with clients to ensure their evolving financial needs are being met.
- Professional Development: Engage in ongoing training and development to enhance skills and knowledge in financial products and services.
- Administrative Tasks: Accurately maintain client and company records, payments, and other administrative tasks.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- Computer Skills: Working knowledge of word processing, spreadsheet applications, 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 sell tailored solutions.
