Financial Advisor: Client Solutions & Growth

Western & Southern Financial Group; Atlanta (GA); On-site; USD 37,000 - 57,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Employee Assistance Program

401(k) with company match

Defined benefit pension

Training and development

Digital marketing tools

Rewards program

Job summary

Western & Southern Life is seeking a Financial Representative to serve clients in your community. You will assess financial needs, build relationships, and offer solutions that fit client goals. The role emphasizes in-person interaction and ongoing advisory support.

We value resilience, customer focus, and a results-driven mindset, with a preference for at least 1 year of financial concept experience. Commute or relocation to Mount Vernon, OH is expected.

Qualifications

• Customer-focused and resilient mindset.
• Interpersonally savvy with strong communication.
• Action-oriented and results-driven attitude.
• Experience with basic financial concepts preferred (1 year).
• Ability to engage with clients and understand their needs.

Responsibilities

• Work with current and prospective clients in your community.
• Understand clients' financial needs and goals and provide recommendations.
• Contribute to building client relationships and meeting sales targets.

Skills

Customer-focused

Interpersonal skills

Positive mindset

Results-driven

Financial concepts

Job description

Western & Southern Life is seeking a Financial Representative to serve clients in your community. You will assess financial needs, build relationships, and offer solutions that fit client goals. The role emphasizes in-person interaction and ongoing advisory support.

We value resilience, customer focus, and a results-driven mindset, with a preference for at least 1 year of financial concept experience. Commute or relocation to Mount Vernon, OH is expected.