Financial Advisor: Risk & Wealth Solutions

Talentify; Willoughby (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable solutions. You will educate clients and conduct meetings in an ethical, client-focused manner.

Responsibilities include identifying markets, meeting prospects, scheduling appointments, promoting the brand locally, and maintaining client records.

Qualifications

• High School Diploma is required.
• Bachelor's Degree is preferred.
• Relevant experience is preferred.
• Must have life and health license or be in licensure process.
• Strong integrity and work ethic are required.

Responsibilities

• Identify markets and develop marketing plans for insurance and investment solutions.
• Prospect and network with middle-market clients by visiting and contacting potential leads.
• Schedule in-person appointments for sales, service, and retention.
• Present solutions using consultative practices and process.
• Sell insurance and investment products and maintain records accurately.
• Travel within market areas to promote the Western & Southern Life brand locally.
• Develop community relationships to strengthen market presence and outreach.

Skills

Strong work ethic

Integrity

Interpersonal skills

Relationship-building

Communication skills

Client-focused

Education

High School Diploma

Bachelor's Degree

Life & Health License (or licensure)

Tools

Driver's license

Job description

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable solutions. You will educate clients and conduct meetings in an ethical, client-focused manner.

Responsibilities include identifying markets, meeting prospects, scheduling appointments, promoting the brand locally, and maintaining client records.