Financial Advisor: Insurance & Investment Solutions

Western & Southern; Livonia (MI); On-site; USD 45,000 - 75,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in the Livonia, MI area to educate mid-income clients on risk protection, financial security, and wealth creation. You will analyze client needs, educate on solutions, and ethically pursue the right opportunities while traveling to client markets.

The role emphasizes prospecting, meeting with clients, and maintaining compliant client records, with responsibilities across sales, service, and continuing professional development.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Licensing: life and health license or active exam passed with licensure application.
• Integrity and compliance with ethics and policies are essential.
• Proven ability to influence a group and drive results.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel to prospect and network with middle-market clients.
• Schedule and conduct in-person appointments for sales and service.
• Sell insurance and investment solutions using consultative practices.
• Maintain client records accurately and timely.
• Develop community relationships to grow local presence.
• Perform other duties as assigned.

Skills

Integrity

Strong work ethic

Interpersonal skills

Goal setting

Team collaboration

Ability to learn compliance

Education

High School Diploma

Bachelor's Degree (Preferred)

Job description

Western & Southern Life is seeking a Financial Representative in the Livonia, MI area to educate mid-income clients on risk protection, financial security, and wealth creation. You will analyze client needs, educate on solutions, and ethically pursue the right opportunities while traveling to client markets.

The role emphasizes prospecting, meeting with clients, and maintaining compliant client records, with responsibilities across sales, service, and continuing professional development.