Financial Services Professional
3 weeks ago
Job Summary
The Financial Representative role at Western & Southern Life involves meeting the financial needs of middle-income clients by educating them, analyzing their needs, and recommending suitable solutions. This position requires a strong focus on client relationships, effective communication, and a deep understanding of financial products.
Key Responsibilities
- Develop and execute marketing plans to identify and acquire new clients.
- Nurture existing relationships with clients to ensure their evolving financial needs are met.
- Prospect and network to identify qualified leads and make initial contacts.
- Conduct sales appointments, sales, conservation, and service.
- Effectively plan and schedule sales, marketing, and service activities.
- Maintain accurate client and company records.
- Engage in continuous professional development to stay up-to-date on industry knowledge and skills.
Requirements
- High level of integrity and strong work ethic.
- Effective communication skills, including listening, speaking, and writing.
- Ability to analyze client needs, understand financial products, and sell tailored solutions.
- Willingness to work hours that include weekday evenings and weekend hours.
- State Life and Health license prior to hire, and FINRA SIE, Series 6, and Series 63 within one year of employment.
Computer Skills
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
Position Demands
- Access to an automobile and ability to maintain a valid driver's license.
Qualifications
- Minimum high school diploma or equivalent, college degree preferred.
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