Financial Opportunity Specialist

7 days ago


Heath, Ohio, United States Western & Southern Life Full time

About the Role:

We are seeking a Financial Opportunity Specialist to meet the middle-income client needs for risk protection, financial security, and wealth creation.

Key Responsibilities:

  • Educating clients on financial solutions
  • Analyzing client needs and identifying market opportunities
  • Developing marketing plans to secure appointments with clients
  • Selling tailored financial solutions

Requirements:

  • A high level of integrity and strong work ethic
  • Ability to work extended hours
  • Minimum high school diploma or equivalent required; college degree preferred
  • Working knowledge of word processing, spreadsheet applications, the internet, and email
  • State Life and Health license and FINRA SIE, Series 6, and Series 63 licenses within one year of employment

Compensation:

The estimated salary for this role is around $60,000 - $80,000 per year, based on industry standards and location.


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