Financial Advisor for Middle-Market Clients

Western & Southern Life; Lexington (KY); Hybrid; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Lexington, Kentucky. This role involves educating middle-income clients on risk protection and financial solutions, conducting market analysis, and developing client relationships. Responsibilities include securing client appointments and maintaining accurate records, while required qualifications include a high school diploma and a life and health license. The position emphasizes integrity and a strong work ethic, with frequent community engagement.

Qualifications

• Must have a life and health license within 30 days.
• Upholds integrity regarding compliance with company ethics.
• Proven experience effectively influencing and setting goals.

Responsibilities

• Identifies market and develops marketing plan for insurance.
• Contacts and secures in-person appointments for sales.
• Engages in continuous professional development.

Skills

Interpersonal skills

Analytical skills

Strong work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in Lexington, Kentucky. This role involves educating middle-income clients on risk protection and financial solutions, conducting market analysis, and developing client relationships. Responsibilities include securing client appointments and maintaining accurate records, while required qualifications include a high school diploma and a life and health license. The position emphasizes integrity and a strong work ethic, with frequent community engagement.