Financial Representative

6 days ago

Wilmington, NC, United States Western & Southern Life Full time
Organization : Name

COASTAL CAROLINA NC

Default: Location : City

WILMINGTON

Overview

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.

Responsibilities

  • Identify market(s) and develop appropriate marketing plan.
  • Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
  • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
  • Adequately prepare for all appointments through established processes.
  • Conduct all appointments using Western & Southern Life consultative practices and processes.
  • Effectively sell insurance and investment solutions.
  • Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
  • Market for the purposes of developing the Western & Southern Life brand at the local level.
  • Proactively develop community relationships to cultivate and strengthen presence in target market(s).
  • Maintain personal contact with clients to ensure their evolving financial needs are being met.
  • Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
  • Accurately maintain client and company records, payments, etc., in a timely manner.
  • Operate an automobile during both day and night hours.
Qualifications
  • High level of integrity.
  • Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
  • Strong interpersonal, relationship, and influence skills.
  • Effective communication skills including listening, speaking and writing.
  • Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
  • The ability to influence others to take needed action.
  • Demonstrate personal drive and resilience to achieve goals.
  • Willing and able to network for new clients.
Educational Requirements
  • Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required
  • Working knowledge of word processing and spreadsheet applications.
  • Working knowledge of internet and email.
Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)
  • Obtain and hold State Life and Health license prior to hire.
Position Demands
  • Access to an automobile and ability to maintain a valid driver's license.

  • Financial Representative Internship

    6 days ago

    Wilmington, NC, United States Northwestern Mutual Full time

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while...

  • Financial Representative Internship

    6 days ago

    Wilmington, NC, United States Northwestern Mutual Full time

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while...

  • Financial Representative Internship

    2 weeks ago

    Wilmington, NC, United States Northwestern Mutual Full time

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while...

  • Financial Representative Internship

    1 week ago

    Wilmington, NC, United States Northwestern Mutual Full time

    College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while...

  • Financial Representative

    2 weeks ago

    Wilmington, NC, United States Northwestern Mutual Full time

    Continue a career with purpose. Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. They craft a...

  • Financial Representative

    1 week ago

    Wilmington, NC, United States Northwestern Mutual Full time

    Continue a career with purpose. Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. They craft a...

  • Financial Representative

    7 days ago

    Wilmington, NC, United States Northwestern Mutual Full time

    Continue a career with purpose. Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. They craft a...

  • Financial Representative

    6 days ago

    Wilmington, NC, United States Northwestern Mutual Full time

    Continue a career with purpose. Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training, mentors, and products. They craft a...

  • Business to Business Sales Representative

    2 weeks ago

    Wilmington, NC, United States Arrow Financial Business Group Full time

    Benefits: Bonus based on performance Company parties Opportunity for advancement Training & development Flexible schedule Stock options plan About Us: At Arrow Financial Business Group, we're seeking ambitious, goal-oriented individuals ready to excel in the fast-paced world of sales. Whether you're new to the field or an experienced professional, we...

  • Business to Business Sales Representative

    2 days ago

    Wilmington, NC, United States Arrow Financial Business Group Full time

    Benefits: Bonus based on performance Company parties Opportunity for advancement Training & development Flexible schedule Stock options plan About Us: At Arrow Financial Business Group, we're seeking ambitious, goal-oriented individuals ready to excel in the fast-paced world of sales. Whether you're new to the field or an experienced professional, we...