Financial Advisor - Life Insurance & Financial Planning

The Western and Southern Life Insurance Company

Charlotte (NC)

On-site

USD 45,000 - 65,000

Full time

14 days+
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Job summary

A Fortune 500 financial services company in Charlotte is seeking a Financial Representative to work with clients on their financial goals. Ideal candidates will be customer-focused, effective communicators, and have a desire to make an impact. This role welcomes diverse backgrounds, including newcomers to financial services and experienced representatives. Join a motivated team and help clients protect what matters most.

Qualifications

  • Highly motivated with strong interpersonal skills.
  • Desire to make an impact in the community.
  • Diverse backgrounds welcome, including newcomers and graduates.

Responsibilities

  • Work with clients to understand their financial needs.
  • Recommend impactful financial solutions.
  • Promote a comprehensive line of products, including life insurance.

Skills

Customer-focused
Effective Communication
Networking
Results-driven
Resilience
Collaboration

Job description

A Fortune 500 financial services company in Charlotte is seeking a Financial Representative to work with clients on their financial goals. Ideal candidates will be customer-focused, effective communicators, and have a desire to make an impact. This role welcomes diverse backgrounds, including newcomers to financial services and experienced representatives. Join a motivated team and help clients protect what matters most.
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