Financial Advisor – Insurance & Wealth Planning

Western & Southern Financial Group; Heath (OH); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Heath, Ohio. This role involves educating middle-income clients on risk protection and financial solutions while developing marketing strategies to attract new clients. Responsibilities include meeting with clients, maintaining records, and upholding compliance with company standards. A High School Diploma is required, while a Bachelor's Degree is preferred. Strong interpersonal skills and a work ethic are essential for success in this position.

Qualifications

• High School Diploma required, Bachelor's degree preferred.
• Proven experience influencing groups to recommended actions.
• Strong work ethic and results-driven mindset.

Responsibilities

• Identify markets and develop marketing plans for insurance solutions.
• Secure appointments with prospective clients.
• Conduct appointments using consultative practices.

Skills

Interpersonal skills

Analytical skills

Influencing skills

Work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Heath, Ohio. This role involves educating middle-income clients on risk protection and financial solutions while developing marketing strategies to attract new clients. Responsibilities include meeting with clients, maintaining records, and upholding compliance with company standards. A High School Diploma is required, while a Bachelor's Degree is preferred. Strong interpersonal skills and a work ethic are essential for success in this position.