Financial Advisor — Risk Protection & Wealth Growth

Talentify; Lancaster (OH); On-site; USD 50,000 - 80,000; Full time

Job summary

Western & Southern Life in Lancaster, OH seeks a Financial Representative to educate middle-income clients on risk protection, financial security and wealth creation. The role involves analyzing needs, recommending and selling suitable financial solutions, and building lasting client relationships.

You will prospect, schedule and conduct in-person meetings across markets, uphold high ethical standards, maintain accurate records and comply with regulations.

Qualifications

• High School Diploma - Required
• Bachelor's Degree - Preferred
• Relevant experience - Preferred
• Proven experience influencing a group to a recommended course of action
• Demonstrated experience setting professional goals and achieving them
• Ability to work in a team with varied experience levels
• Integrity with compliance to ethics, privacy policies and regulations

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investments.
• Prospects and networks for middle-market clients through in-person contacts.
• Schedules and conducts sales appointments with prospective and existing clients.
• Prepares for appointments using consultative practices and processes.
• Sells insurance and investment solutions effectively.
• Maintains client records, payments, and complies with policies.

Skills

Strong work ethic

Interpersonal skills

Goal setting

Team collaboration

Communication skills

Sales ability

Education

High School Diploma - Required

Bachelor's Degree - Preferred

Job description

Western & Southern Life in Lancaster, OH seeks a Financial Representative to educate middle-income clients on risk protection, financial security and wealth creation. The role involves analyzing needs, recommending and selling suitable financial solutions, and building lasting client relationships.

You will prospect, schedule and conduct in-person meetings across markets, uphold high ethical standards, maintain accurate records and comply with regulations.