Client-Focused Financial Services Advisor
Western & Southern Financial Group
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Job summary
Western & Southern Financial Group, Inc. is a diversified family of financial services companies founded in Cincinnati in 1888. This is a full-time on-site role for a Financial Services Representative at Western & Southern Financial Group located in Cranberry Township, PA.
The role involves providing financial services to clients, selling insurance and investment products, and handling customer inquiries. The team seeks candidates with a bachelor's degree in finance, business, or related field.
Qualifications
- Experience in finance, financial services, and investments.
- Experience in selling insurance and investment products.
- Strong communication and interpersonal skills.
- Organizational and time management skills.
- Bachelor's degree in finance, business, or related field.
- Professional certification such as FINRA Series 6 or 7 is a plus.
- Experience with financial software such as Microsoft Excel and Salesforce is a plus.
Responsibilities
- Providing financial services to clients.
- Selling insurance and investment products.
- Handling customer inquiries.
Skills
Education
Tools
Job description
Western & Southern Financial Group, Inc. is a diversified family of financial services companies founded in Cincinnati in 1888. This is a full-time on-site role for a Financial Services Representative at Western & Southern Financial Group located in Cranberry Township, PA.
The role involves providing financial services to clients, selling insurance and investment products, and handling customer inquiries. The team seeks candidates with a bachelor's degree in finance, business, or related field.
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