Financial Advisor: Risk & Wealth Planner

Western & Southern Life; Asheville (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Asheville, North Carolina. The role focuses on educating middle-income clients about financial solutions and risk protection. Responsibilities include identifying markets, securing client appointments, and maintaining strong client relationships. Candidates should have a high school diploma, with a preference for a bachelor's degree and relevant experience. A strong work ethic and integrity are essential for success in this position.

Qualifications

• Must have a valid life and health license within 30 days.
• Ability to analyze clients' financial information.
• Demonstrated experience in setting and achieving professional goals.

Responsibilities

• Identifies market(s) and develops marketing plans.
• Contacts and secures appointments with clients.
• Maintains personal contact with clients to fulfill their financial needs.

Skills

Interpersonal Skills

Analytical Skills

Teamwork

Influencing

Results Driven

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in Asheville, North Carolina. The role focuses on educating middle-income clients about financial solutions and risk protection. Responsibilities include identifying markets, securing client appointments, and maintaining strong client relationships. Candidates should have a high school diploma, with a preference for a bachelor's degree and relevant experience. A strong work ethic and integrity are essential for success in this position.