Financial Advisor: Risk Protection & Wealth Growth

Western & Southern Financial Group; Florida; On-site; USD 55,000 - 85,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative focused on mid-income clients. You will educate them on risk protection, financial security, and wealth creation; analyze needs; and recommend suitable financial solutions with ethical, client-centered guidance.

You will travel within your market to prospect, set appointments, and conduct sales and service activities. The role emphasizes building relationships, delivering consultative advice, and maintaining accurate

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Proven ability to influence groups to a recommended course of action.
• Ability to set professional goals and achieve them.
• Experience working in teams with varying levels of experience.
• Upholds integrity and compliance with ethics and regulations.
• Demonstrated drive for results and strong work ethic.
• Strong interpersonal skills and relationship-building abilities.
• Ability to analyze financial information to meet client objectives.
• Must lead and develop client contact strategies and identify new opportunities.
• Must provide proof of life and health license or have applied for licensure.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Prospect and network for middle-market clients by identifying qualified prospects and making initial contacts.
• Schedule in-person appointments for sales, conservation, and service.
• Prepare for and conduct appointments using consultative practices.
• Effectively sell insurance and investment solutions.
• Plan and schedule weekly sales, marketing, and service activities.
• Market locally to develop the Western & Southern Life brand.
• Develop community relationships to strengthen market presence.
• Maintain client contacts to meet evolving financial needs.
• Engage in professional development to improve skills and knowledge.
• Maintain accurate client and company records and payments.

Skills

Influencing

Goal setting

Team collaboration

Integrity & compliance

Client relationship building

Financial analysis

Business development

Reliability & work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Organization : Name

ORLANDO FL

Default: Location : City

MAITLAND

Overview

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess their clients' needs, and sell financial solutions in an ethical and client-focused manner, always selling the right way and for the right reasons.

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.

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

Work Setting/Position Demands:

• This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Extended hours required during peak workloads or special projects/events.
• Routine and/or extended after hours work needed

Travel Requirements:

• None