Financial Advisor: Insurance & Wealth Planning

Western & Southern Financial Group; Cary (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

The Western & Southern Financial Group is seeking a Financial Representative in Cary, NC. This role involves meeting the needs of middle-income clients by educating them on financial security and wealth creation. Responsibilities include developing marketing plans and securing client appointments.

Qualifications include a High School Diploma (Bachelor's preferred) and a strong work ethic. Candidates must adhere to ethical standards and have the ability to analyze financial information effectively.

Qualifications

• High School Diploma required, Bachelor's preferred.
• Proven experience effectively influencing a group.
• Upholds integrity and compliance with company policies.

Responsibilities

• Identify and develop marketing plans for insurance solutions.
• Secure in-person appointments with clients.
• Conduct appointments using consultative practices.

Skills

Strong work ethic

Interpersonal and relationship-building skills

Ability to analyze financial information

Experience in influencing groups

Goal setting and achievement

Education

High School Diploma

Bachelor's Degree

Job description

The Western & Southern Financial Group is seeking a Financial Representative in Cary, NC. This role involves meeting the needs of middle-income clients by educating them on financial security and wealth creation. Responsibilities include developing marketing plans and securing client appointments.

Qualifications include a High School Diploma (Bachelor's preferred) and a strong work ethic. Candidates must adhere to ethical standards and have the ability to analyze financial information effectively.