Financial Services Representative

2 days ago


Evansville, Indiana, United States Western & Southern Life Full time
Job Summary

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 to ensure their evolving financial needs are met.
  • Financial Solutions and Sales: Effectively sell insurance and investment solutions to clients, and provide tailored recommendations to meet their unique needs.
  • Business Development and Community Engagement: Develop and maintain strong relationships with clients, prospects, and community leaders to cultivate and strengthen our presence in target markets.
  • Record Keeping and Administration: Accurately maintain client and company records, payments, and other administrative tasks in a timely manner.
Requirements
  • Education and Certifications: Minimum high school diploma or equivalent; college degree preferred. Obtain and hold State Life and Health license prior to hire, and FINRA SIE, Series 6 and Series 63 within one year of employment.
  • Skills and Knowledge: Strong work ethic, excellent interpersonal and communication skills, ability to analyze client needs, and a working knowledge of word processing, spreadsheet applications, and internet.
Working Conditions
  • Travel and Transportation: Access to an automobile and ability to maintain a valid driver's license.


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