Financial Advisor: Risk & Wealth Planner

Western & Southern Life; Charlotte (NC); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Charlotte, North Carolina. This role involves educating middle-income clients on financial solutions, assessing their needs, and providing ethical services. Responsibilities include developing marketing plans, securing appointments, and fostering community relationships. The ideal candidate will have a High School Diploma (Bachelor's preferred), strong interpersonal skills, and a proven work ethic. This position requires reliable transportation and a life and health license within 30 days of hire.

Qualifications

• High School Diploma required; Bachelor's Degree preferred.
• Proven experience effectively influencing groups.
• Strong work ethic and results-driven mentality.

Responsibilities

• Identify and develop marketing plans to sell insurance.
• Secure in-person appointments with clients.
• Conduct all appointments using ethical consultative practices.
• Develop community relationships to strengthen market presence.

Skills

Influencing skills

Goal setting

Interpersonal skills

Analytical skills

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in Charlotte, North Carolina. This role involves educating middle-income clients on financial solutions, assessing their needs, and providing ethical services. Responsibilities include developing marketing plans, securing appointments, and fostering community relationships. The ideal candidate will have a High School Diploma (Bachelor's preferred), strong interpersonal skills, and a proven work ethic. This position requires reliable transportation and a life and health license within 30 days of hire.