Financial Advisor: Risk & Wealth Planner

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

Job summary

Western & Southern Life is seeking a Financial Representative in Lafayette, LA, to provide financial solutions to middle-income clients. Responsibilities include developing marketing plans, securing client appointments, and maintaining client records. Candidates must have a High School Diploma, and the ability to analyze financial information is preferred. The ideal candidate possesses strong interpersonal skills and a proven work ethic. The role emphasizes individual integrity and compliance with company policies.

Qualifications

• High School Diploma is required.
• Bachelor's Degree is preferred.
• Proven experience effectively influencing a group.
• Strong work ethic and results-driven.
• Ability to analyze financial information.

Responsibilities

• Identify markets and develop marketing plans.
• Secure appointments with clients.
• Conduct appointments using consultative practices.
• Maintain records accurately and timely.

Skills

Interpersonal skills

Sales skills

Analytical skills

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in Lafayette, LA, to provide financial solutions to middle-income clients. Responsibilities include developing marketing plans, securing client appointments, and maintaining client records. Candidates must have a High School Diploma, and the ability to analyze financial information is preferred. The ideal candidate possesses strong interpersonal skills and a proven work ethic. The role emphasizes individual integrity and compliance with company policies.