Financial Advisor: Insurance & Investments

Talentify; Olde West Chester (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role involves prospecting, meeting prospects in person, and selling suitable financial solutions with an emphasis on ethical client-first service.

Responsibilities include developing local marketing plans, scheduling client appointments, and maintaining accurate client records.

Qualifications

• Must have strong ethics and compliance with company policies.
• Proven ability to influence a group to a recommended action.
• Demonstrated goal setting and achievement track record.
• Team collaboration across associates with varying experience levels.
• Life and health license or licensure application in the state of office.

Responsibilities

• Develops marketing plans to sell insurance and investment solutions.
• Prospects and networks with middle-market clients in the market areas.
• Schedules appointments for sales, service, and client retention.
• Sells insurance and investment solutions in alignment with client needs.
• Maintains client records and ensures timely processing of payments.

Skills

Leadership

Sales aptitude

Client relations

Communication

Integrity

Education

High School Diploma

Bachelor's Degree

Relevant experience

Job description

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role involves prospecting, meeting prospects in person, and selling suitable financial solutions with an emphasis on ethical client-first service.

Responsibilities include developing local marketing plans, scheduling client appointments, and maintaining accurate client records.