Financial Services Representative
4 hours 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 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.
- Market and promote the Western & Southern Life brand at the local level to build brand awareness and drive business growth.
- Maintain strong relationships with clients to ensure their evolving financial needs are being met.
- Stay up-to-date with industry trends and best practices to continuously improve sales and marketing skills.
- 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.
- Minimum high school diploma or equivalent; college degree preferred.
- 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.
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
- Access to an automobile and ability to maintain a valid driver's license.
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