Client‑Focused Financial Advisor & Wealth Planner

Western & Southern; Monaca (Beaver County); On-site; USD 45,000 - 70,000; Full time

Job summary

PENN-OHIO VALLEY PA, based in Monaca, is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role emphasizes needs analysis and selling suitable financial solutions with ethical, client-focused practices.

You will prospect locally, conduct in-person meetings, and build lasting relationships while adhering to Western & Southern Life consultative processes.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Proven ability to influence a group to a recommended action preferred.
• Experience setting goals and achieving them preferred.
• Experience working in a team with varied experience levels preferred.
• Upholds high integrity regarding compliance with company ethics and regulations required.
• Proven strong work ethic and ability to drive for results required.
• Strong interpersonal and relationship-building skills with obstacle resolution preferred.
• Ability to analyze financial information to meet client objectives preferred.
• Ability to lead and develop a client contact strategy and identify new opportunities preferred.
• Must have life and health license for the state or be pursuing licensure with application on hire required.
• Must possess and maintain a life and health license within 30 days required.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network for middle-market clients by identifying qualified prospects and making initial contacts.
• Secures in-person appointments with prospective and existing clients for sales, conservation, and service.
• Presents using Western & Southern Life consultative practices and processes.
• Sells insurance and investment solutions effectively.
• Schedules all sales, marketing, and service activities weekly and in the near term.
• Markets for developing the Western & Southern Life brand locally.
• Builds community relationships to strengthen presence in target markets.
• Maintains regular client contact to adapt to evolving financial needs.
• Engages in ongoing professional development to enhance skills and knowledge.
• Maintains client and company records, payments, etc., accurately and timely.
• Requires valid auto insurance and driver's license; reliable transportation.
• Performs other duties as assigned and complies with policies.

Skills

Strong work ethic

Interpersonal skills

Leadership

Team collaboration

Integrity/compliance

Financial analysis

Sales

Networking

Time management

Education

High School Diploma

Bachelor's Degree

Job description

PENN-OHIO VALLEY PA, based in Monaca, is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role emphasizes needs analysis and selling suitable financial solutions with ethical, client-focused practices.

You will prospect locally, conduct in-person meetings, and build lasting relationships while adhering to Western & Southern Life consultative processes.