Financial Services Representative

3 days ago


Wayne, Pennsylvania, United States Western & Southern Life Full time
Job Title: Financial Representative

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 financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial security, and wealth creation.

Key Responsibilities:
  • Identify and develop targeted marketing plans to reach middle-market clients.
  • Prospect and network with potential clients to build relationships and identify new business opportunities.
  • Conduct sales, conservation, and service appointments with clients to provide them with personalized financial solutions.
  • Develop and implement effective sales and marketing strategies to achieve business goals.
  • Build and maintain strong relationships with clients to ensure their evolving financial needs are being met.
  • Stay up-to-date with industry trends and developments to provide clients with the best possible advice.
Requirements:
  • High level of integrity and strong work ethic.
  • Excellent interpersonal, relationship, and influence skills.
  • Effective communication skills, including listening, speaking, and writing.
  • Ability to analyze client needs and provide tailored solutions.
  • Strong analytical and problem-solving skills.
  • Ability to work independently and as part of a team.
Preferred Qualifications:
  • College degree or equivalent.
  • State Life and Health license.
  • FINRA SIE, Series 6, and Series 63 certifications.
What We Offer:
  • Competitive compensation and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.


  • Wayne, Pennsylvania, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt 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 financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...


  • Wayne, Pennsylvania, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt 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 financial needs of our middle-income clients by providing risk protection, financial security, and wealth creation...


  • Wayne, Pennsylvania, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAt 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 financial needs of our middle-income clients by providing them with tailored solutions for risk protection, financial...


  • Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    About UsAt Stephen Diorio State Farm, we are dedicated to providing exceptional customer service and comprehensive insurance solutions to our valued clients. As a trusted partner in our customers' lives, we offer a diverse range of insurance and financial products to help them protect what matters most.Role and ResponsibilitiesAs a Sales Representative with...


  • Wayne, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleThis position plays a critical role in supporting the company's financial reporting needs by preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars.Key ResponsibilitiesPrepare and analyze financial statements and supporting schedules for statutory accounting...


  • Wayne, Pennsylvania, United States Lincoln Financial Services Full time

    Job SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our accounting team, you will be responsible for preparing, analyzing, and reporting on financial statements and supporting schedules according to accounting and reporting calendars.Key ResponsibilitiesPrepare and analyze financial statements and...


  • Wayne, Pennsylvania, United States Acrisure LLC Full time

    About Acrisure LLCAcrisure is a global financial services leader that combines the best of human expertise and cutting-edge technology to offer a wide range of financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including insurance, reinsurance, cyber...


  • Wayne, Pennsylvania, United States Satanoff Insurance & Financial Services Full time

    Job Title: Commercial Lines Inside Sales ExecutiveJob Summary:We are seeking a highly motivated and results-driven Commercial Lines Inside Sales Executive to join our team at Satanoff Insurance & Financial Services. As a key member of our sales team, you will be responsible for growing our commercial book of business by maximizing the insurance sales process...


  • Wayne, Pennsylvania, United States The Hartford Full time

    Job Title: Advisor ConsultantWe are seeking a highly motivated and experienced Advisor Consultant to join our team at The Hartford. As an Advisor Consultant, you will play a critical role in driving sales growth by building strong relationships with financial advisors, strategic partners, and firms in the San Francisco Metro territory.Key...


  • Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    About UsAt Stephen Diorio State Farm, we're more than just an insurance agency - we're a trusted partner in our customers' lives, providing protection and peace of mind. With a commitment to exceptional customer service and comprehensive insurance solutions, we've earned a solid reputation as a leader in the industry.Role and ResponsibilitiesAs a Sales...


  • Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in delivering exceptional customer service and ensuring that our customers receive the best possible experience.Key Responsibilities:Customer...

  • Insurance Supervisor

    4 weeks ago


    Wayne, Pennsylvania, United States Satanoff Insurance & Financial Services Full time

    Job OverviewSatanoff Insurance & Financial Services is seeking a highly skilled and motivated Personal Lines Insurance Supervisor to join our team. As a key member of our organization, you will be responsible for leading, coaching, and managing our personal insurance team to achieve exceptional results.Key ResponsibilitiesLead and motivate the personal...


  • Wayne, Pennsylvania, United States workingatdllgroup Full time

    About Our OrganizationWe are a leading financial services company that prides itself on being above average in every way. With an employee engagement score of 85%, we have created a work environment that fosters collaboration, innovation, and growth. Our 50-year history is a testament to our commitment to excellence and our ability to adapt to changing...


  • Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Support: Provide prompt and personalized support to customers,...

  • Treasury Specialist

    4 weeks ago


    Wayne, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleWe are seeking a highly skilled Treasury Specialist to join our team at Lincoln Financial Group. As a key member of our finance team, you will be responsible for performing and delivering on routine assignments/projects while leveraging and applying knowledge of your assigned area(s) of Treasury responsibility.Key ResponsibilitiesMaintain...


  • Wayne, Pennsylvania, United States Karlo Financial Full time

    About Karlo FinancialKarlo Financial is a leading provider of comprehensive life insurance solutions, dedicated to helping individuals and families achieve financial security and peace of mind.Job SummaryWe are seeking a highly motivated and results-driven Remote Life Insurance Sales Representative to join our team. As a key member of our sales team, you...


  • Wayne, Pennsylvania, United States Stephen Diorio - State Farm Agent Full time

    About the RoleWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at Stephen Diorio - State Farm Agent. As a key member of our team, you will play a vital role in delivering exceptional customer service and support to our clients.Key ResponsibilitiesCustomer Support: Provide prompt and personalized support to...


  • Wayne, Pennsylvania, United States Waldron Private Wealth Full time

    Job DescriptionWaldron Private Wealth is seeking a highly motivated and detail-oriented individual to join our team as a Wealth Management Intern. This role will provide a unique opportunity to gain hands-on experience in the wealth management industry and develop valuable skills in financial planning, investment management, and client relations.Key...


  • Wayne, Pennsylvania, United States RemX Full time

    Customer Service Representative OpportunityWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving issues, and ensuring customer satisfaction.Responsibilities:Respond...

  • Treasury Specialist

    4 weeks ago


    Wayne, Pennsylvania, United States Lincoln Financial Services Full time

    About the RoleWe are seeking a highly skilled Treasury Specialist to join our team at Lincoln Financial Group. As a key member of our finance team, you will be responsible for performing and delivering on routine assignments/projects while leveraging and applying knowledge of your assigned area(s) of Treasury responsibility.Key ResponsibilitiesMaintain...