Financial Services Representative
2 days ago
At Western & Southern Life, we are seeking a highly motivated and results-driven Financial Representative to join our team. As a Financial Representative, you will play a critical role in meeting the middle-income client needs for risk protection, financial security, and wealth creation.
Key Responsibilities:- Identify and develop marketing plans to target middle-market clients.
- Prospect and network for qualified clients through identification of names and initial contacts.
- Secure appointments with prospective and existing clients for sales, conservation, and service.
- Prepare for appointments through established processes and conduct meetings using Western & Southern Life consultative practices.
- Effectively sell insurance and investment solutions to clients.
- Plan and schedule sales, marketing, and service activities for the week and foreseeable future.
- Market the Western & Southern Life brand at the local level and develop community relationships.
- Maintain personal contact with clients to ensure their evolving financial needs are being met.
- Engage in continuous professional development to improve skills and knowledge.
- Maintain accurate client and company records, payments, etc., in a timely manner.
- High level of integrity and strong work ethic.
- Strong interpersonal, relationship, and influence skills.
- Effective communication skills, including listening, speaking, and writing.
- Ability to analyze client needs, understand financial products, and sell tailored solutions.
- Ability to influence others to take needed action.
- Demonstrate personal drive and resilience to achieve goals.
- Willing and able to network for new clients.
- Minimum high school diploma or equivalent; college degree preferred.
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
- Obtain and hold State Life and Health license prior to hire.
- Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
- Access to an automobile and ability to maintain a valid driver's license.
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Financial Services Representative
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Celina, Ohio, United States Western & Southern Life Full timeAbout the RoleWe are seeking a highly motivated and results-driven 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 insurance and investment solutions.Key...
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