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Financial Services Representative
2 months ago
At Western & Southern Life, we are seeking a highly skilled and motivated Financial Representative to join our team. 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 our target market.
- Client Acquisition and Retention: Build and maintain strong relationships with clients to understand their evolving financial needs and provide tailored solutions.
- Product Sales and Service: Effectively sell and service insurance and investment products to clients, ensuring their financial goals are met.
- Business Development: Proactively develop community relationships to cultivate and strengthen our presence in target markets.
- Client Communication and Support: Maintain regular contact with clients to ensure their needs are being met and provide ongoing support and guidance.
- Professional Development: Engage in ongoing training and development to stay up-to-date on industry trends and best practices.
- Education: Minimum high school diploma or equivalent; college degree preferred.
- Computer Skills: Working knowledge of word processing and spreadsheet applications, as well as internet and email.
- Certifications and Licenses: State Life and Health license, FINRA SIE, Series 6, and Series 63.
- Personal Qualities: High level of integrity, strong work ethic, and excellent interpersonal and communication skills.
As a Financial Representative at Western & Southern Life, you will have the opportunity to work with a dynamic team, develop your skills and knowledge, and make a meaningful impact on the financial lives of our clients.
