Client-Focused Financial Solutions Advisor

Western & Southern Financial Group; Cambridge (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group in Cambridge, Ohio is seeking a Financial Representative to meet the needs of middle-income clients. The role involves educating clients on risk protection and financial security while selling appropriate financial solutions ethically.

The ideal candidate will possess a High School Diploma and strong interpersonal skills, with a preference for a Bachelor's degree. Responsibilities include developing marketing strategies, securing client appointments, and maintaining records accurately.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Must maintain a life and health license within 30 days.

Responsibilities

• Identify market and develop marketing plans for insurance and investment solutions.
• Secure in-person appointments with clients.
• Plan and schedule sales and marketing activities.

Skills

Interpersonal skills

Sales ability

Goal-setting

Analytical skills

Client relationship management

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group in Cambridge, Ohio is seeking a Financial Representative to meet the needs of middle-income clients. The role involves educating clients on risk protection and financial security while selling appropriate financial solutions ethically.

The ideal candidate will possess a High School Diploma and strong interpersonal skills, with a preference for a Bachelor's degree. Responsibilities include developing marketing strategies, securing client appointments, and maintaining records accurately.