Financial Advisor: Risk & Wealth Planner

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

Job summary

Western & Southern Life is seeking a Financial Representative in Ontario, California. This role involves meeting the needs of middle-income clients by educating them on risk protection and financial security. Responsibilities include developing marketing plans, securing client appointments, and providing tailored financial solutions. Ideal candidates should possess a high school diploma, demonstrate strong work ethics, and be willing to obtain a life and health license. Join us to make a difference in clients' financial lives!

Qualifications

• High School Diploma required; Bachelor's Degree preferred.
• Proven strong work ethic and drive for results.
• Must have or be able to obtain life and health license.

Responsibilities

• Identify markets and develop marketing plans to sell financial solutions.
• Secure in-person appointments with clients for sales and service.
• Prepare thoroughly for client appointments using company practices.

Skills

Interpersonal skills

Sales proficiency

Analytical skills

Goal setting

Relationship-building

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in Ontario, California. This role involves meeting the needs of middle-income clients by educating them on risk protection and financial security. Responsibilities include developing marketing plans, securing client appointments, and providing tailored financial solutions. Ideal candidates should possess a high school diploma, demonstrate strong work ethics, and be willing to obtain a life and health license. Join us to make a difference in clients' financial lives!