Financial Advisor - Insurance & Investment Solutions

Western & Southern; Cary (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

GREATER RALEIGH AGENCY NC seeks a Financial Representative to educate middle-income clients on risk protection, financial security and wealth creation. You will analyze needs, recommend and sell suitable financial solutions, and educate clients ethically and client-focused.

You will identify markets, network with prospects, arrange in-person meetings and use consultative practices to close sales while maintaining client records and developing community relationships.

Qualifications

• Requires a high school diploma; bachelor’s degree preferred.
• Relevant experience preferred.
• Proven experience influencing a group to a recommended course of action.
• Demonstrated experience setting professional goals and achieving them.
• Experience working within a team with varied levels of experience.
• Upholds integrity and compliance with all ethics, privacy policies and regulations.
• Proven work ethic and drive for results.
• Ability to analyze financial information to meet client objectives.
• Must provide proof of life and health licensure or progress toward licensure within 30 days.

Responsibilities

• Identifies markets and develops a plan to sell insurance and investment solutions.
• Travels to prospect and network with middle-market clients.
• Secures in-person appointments for sales, service and conservation.
• Prepares for and conducts appointments using consultative practices.
• Effectively sells insurance and investment solutions.
• Plans and schedules weekly sales, marketing, and service activities.
• Markets the Western & Southern Life brand locally.
• Develops community relationships to strengthen market presence.
• Maintains client contacts to meet evolving financial needs.
• Engages in ongoing professional development and keeps records accurate.

Skills

Interpersonal skills

Communication

Relationship-building

Analytical thinking

Goal setting

Team collaboration

Ethical conduct

Client engagement

Education

High School Diploma

Bachelor's Degree

Job description

GREATER RALEIGH AGENCY NC seeks a Financial Representative to educate middle-income clients on risk protection, financial security and wealth creation. You will analyze needs, recommend and sell suitable financial solutions, and educate clients ethically and client-focused.

You will identify markets, network with prospects, arrange in-person meetings and use consultative practices to close sales while maintaining client records and developing community relationships.