Financial Advisor: Risk & Wealth Planner

Western & Southern Life; Harvey (LA); On-site; USD 45,000 - 60,000; Full time

Job summary

Western & Southern Life is looking for a Financial Representative in Harvey, Louisiana, to educate clients on financial solutions. This role requires a high school diploma, integrity, and the ability to analyze financial data. Duties include developing marketing strategies, securing client appointments, and maintaining relationships. The successful candidate will have strong interpersonal skills and ethical sales practices to meet client needs effectively.

Qualifications

• High School Diploma is required; Bachelor's Degree is preferred.
• Uphold compliance with ethics and privacy policies.
• Ability to analyze financial information for clients.

Responsibilities

• Identify and develop marketing plans for insurance solutions.
• Secure in-person appointments with clients.
• Conduct financial needs assessments for clients.

Skills

Interpersonal skills

Influencing skills

Analytical skills

Goal-setting experience

Teamwork

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is looking for a Financial Representative in Harvey, Louisiana, to educate clients on financial solutions. This role requires a high school diploma, integrity, and the ability to analyze financial data. Duties include developing marketing strategies, securing client appointments, and maintaining relationships. The successful candidate will have strong interpersonal skills and ethical sales practices to meet client needs effectively.