Client-Focused Financial Solutions Advisor

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

Job summary

Western & Southern Financial Group is looking for a Financial Representative in Mishawaka, Indiana. This role focuses on meeting the needs of middle-income clients through education and ethical financial solutions. Responsibilities include developing marketing plans, networking, and conducting client meetings. Candidates should possess a high school diploma, with a preference for a bachelor's degree, and relevant experience. The role demands integrity, strong work ethic, and relationship-building skills, along with a life and health license within 30 days of hire.

Qualifications

• Must have reliable transportation and maintain a driver's license.
• Upholds the highest level of integrity regarding compliance.

Responsibilities

• Identifies markets and develops marketing plans.
• Markets and develops the Western & Southern Life brand.
• Contacts clients for sales and service.

Skills

Strong work ethic

Interpersonal skills

Relationship-building skills

Ability to analyze financial information

Goal orientation

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is looking for a Financial Representative in Mishawaka, Indiana. This role focuses on meeting the needs of middle-income clients through education and ethical financial solutions. Responsibilities include developing marketing plans, networking, and conducting client meetings. Candidates should possess a high school diploma, with a preference for a bachelor's degree, and relevant experience. The role demands integrity, strong work ethic, and relationship-building skills, along with a life and health license within 30 days of hire.