Financial Advisor: Risk & Wealth Planner

Western & Southern Life; Pittsburgh (Allegheny County); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Pittsburgh, PA. This role involves educating middle-income clients on financial solutions, selling insurance, and maintaining client relationships. Candidates should have a high school diploma, relevant sales experience, and uphold the highest integrity with compliance. The opportunity offers a rewarding career with the potential for personal and professional growth while building a strong client base in the community.

Qualifications

• Proven ability to influence groups towards decision-making.
• Experience in reaching and achieving professional goals.
• Integrity with compliance towards company policies.

Responsibilities

• Identify markets and develop marketing plans.
• Secure appointments with clients for sales.
• Maintain client records accurately.

Skills

Interpersonal skills

Analytical skills

Sales skills

Work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in Pittsburgh, PA. This role involves educating middle-income clients on financial solutions, selling insurance, and maintaining client relationships. Candidates should have a high school diploma, relevant sales experience, and uphold the highest integrity with compliance. The opportunity offers a rewarding career with the potential for personal and professional growth while building a strong client base in the community.