Financial Advisor - Risk & Wealth Solutions

Western & Southern Financial Group; Greenville (SC); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is hiring a Financial Representative in Greenville, South Carolina. The role involves educating clients about financial solutions, assessing needs, and providing risk protection. Ideal candidates will have a High School Diploma, with a Bachelor's Degree preferred, strong work ethic, and relationship-building skills. Responsibilities include developing marketing plans and securing client appointments. A life and health license is required. This position may involve travel and working in various office settings.

Qualifications

• Must have reliable transportation and at least the minimum amount of auto insurance required by the state.
• Must possess and maintain a life and health license within 30 days.
• Ability to analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Responsibilities

• Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
• Contacts and secures in-person appointments with prospective and existing clients.
• Effectively sells insurance and investment solutions.

Skills

Influencing Skills

Interpersonal Skills

Analytical Skills

Goal Setting

Relationship Building

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is hiring a Financial Representative in Greenville, South Carolina. The role involves educating clients about financial solutions, assessing needs, and providing risk protection. Ideal candidates will have a High School Diploma, with a Bachelor's Degree preferred, strong work ethic, and relationship-building skills. Responsibilities include developing marketing plans and securing client appointments. A life and health license is required. This position may involve travel and working in various office settings.