Financial Advisor: Insurance & Wealth Solutions

Talentify; Wooster (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Life seeks a Financial Representative in Wooster, OH to educate mid-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable solutions.

You will prospect, build relationships, meet with clients, and conduct appointments using consultative practices, while ensuring ethical, client-focused service and compliance.

Qualifications

• High School Diploma. - Required
• Bachelor's Degree. - Preferred
• Relevant experience. - Preferred
• Proven experience effectively influencing a group to a recommended course of action. - Preferred
• Demonstrated experience setting professional goals, and successfully implementing and achieving those goals. - Preferred
• Demonstrated experience working within a team composed of associates who are at various levels of experience. - Preferred
• Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations. - Required
• Proven strong work ethic and demonstrated ability to drive for results. - Required
• Demonstrated strong interpersonal and relationship-building skills, including demonstrated experience identifying and quantifying obstacles and providing effective resolutions. - Preferred
• Ability to analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. - Preferred
• Ability to lead, coordinate and develop an effective client contact strategy and identify new opportunities for business. - Preferred
• Must be able to provide proof that you either (a) have your life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire - Required
• Must possess and maintain a life and health license within 30 Days - Required

Responsibilities

• Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
• Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
• Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
• Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
• Effectively sells insurance and investment solutions.
• Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
• Markets for the purposes of developing the Western & Southern Life brand at the local level.
• Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
• Maintains personal contact with clients to ensure their evolving financial needs are being met.
• Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
• Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
• Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.
• Performs other duties as assigned.
• Complies with all policies and standards.

Job description

Western & Southern Life seeks a Financial Representative in Wooster, OH to educate mid-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable solutions.

You will prospect, build relationships, meet with clients, and conduct appointments using consultative practices, while ensuring ethical, client-focused service and compliance.