Financial Services Representative

2 weeks ago


Detroit, Michigan, United States Western & Southern Life Full time
Job Summary

The Financial Representative at Western & Southern Life is responsible for meeting the financial needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions. This role requires strong interpersonal and communication skills, as well as the ability to analyze client needs and recommend tailored solutions.

Key Responsibilities

• Identify and develop marketing plans to target middle-market clients
• Prospect and network for new clients through identification of qualified names and initial contacts
• Conduct appointments with prospective and existing clients to sell insurance and investment solutions
• Effectively plan and schedule sales, marketing, and service activities for the week and foreseeable future
• Develop community relationships to cultivate and strengthen presence in target markets
• Maintain personal contact with clients to ensure their evolving financial needs are being met

Requirements

• High level of integrity and strong work ethic
• Effective communication and interpersonal skills
• Ability to analyze client needs and understand financial products
• Ability to influence others to take needed action
• Personal drive and resilience to achieve goals
• Willingness to network for new clients
• Minimum high school diploma or equivalent; college degree preferred
• Working knowledge of word processing and spreadsheet applications
• Ability to obtain and hold State Life and Health license and FINRA SIE, Series 6 and Series 63 certifications

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