Financial Services Representative
5 days ago
Job Summary:
The Financial Representative is a key role at Western & Southern Life, responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending tailored solutions in an ethical and client-focused manner.
Responsibilities:- Market Development: Identify target markets and develop effective marketing strategies to reach middle-market clients.
- Client Acquisition: Prospect and network for new clients, identifying qualified leads and making initial contacts.
- Sales and Service: Contact and secure appointments with prospective and existing clients to provide financial solutions.
- Preparation and Consultation: Prepare thoroughly for appointments using established processes and consultative practices.
- Solution Selling: Effectively sell insurance and investment solutions to clients.
- Time Management: Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
- Brand Development: Market Western & Southern Life's brand at the local level to develop a strong presence.
- Community Engagement: Develop relationships with local communities to cultivate and strengthen the company's presence.
- Client Maintenance: Maintain regular contact with clients to ensure their evolving financial needs are met.
- Professional Development: Engage in continuous professional development to enhance skills and knowledge.
- Record Keeping: Accurately maintain client and company records, payments, and other relevant information.
- Integrity: Demonstrate a high level of integrity in all interactions with clients and colleagues.
- Work Ethic: Possess a strong work ethic and be willing to work flexible hours, including evenings and weekends.
- Interpersonal Skills: Develop and maintain strong interpersonal, relationship, and influence skills.
- Communication Skills: Possess effective communication skills, including listening, speaking, and writing.
- Analysis and Problem-Solving: Analyze client needs, understand financial products, and sell tailored solutions.
- Influence and Persuasion: Influence others to take needed action.
- Drive and Resilience: Demonstrate personal drive and resilience to achieve goals.
- Networking: Willingly and effectively network for new clients.
- 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: Obtain and hold State Life and Health license prior to hire, and FINRA SIE, Series 6, and Series 63 within one year of employment.
- Position Demands: Access to an automobile and ability to maintain a valid driver's license.
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