Financial Advisor: Risk & Wealth Strategy

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

Job summary

Western & Southern Financial Group in Charleston, WV is seeking a Financial Representative to assist middle-income clients with risk protection and financial security. The role involves marketing insurance and investment solutions, building client relationships, and ensuring clients' financial needs are met.

Candidates must possess a High School Diploma with a strong work ethic and proven interpersonal skills. A Bachelor's Degree is preferred but not mandatory.

Qualifications

• High School Diploma is required; Bachelor's Degree is preferred.
• Proven experience in influencing a group effectively.
• Strong ethical standards and ability to comply with regulations.

Responsibilities

• Identifies markets and develops a marketing plan to sell products.
• Contacts and secures appointments with potential clients.
• Maintains personal contact with clients to address their evolving needs.

Skills

Interpersonal skills

Financial analysis

Sales skills

Teamwork

Integrity

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group in Charleston, WV is seeking a Financial Representative to assist middle-income clients with risk protection and financial security. The role involves marketing insurance and investment solutions, building client relationships, and ensuring clients' financial needs are met.

Candidates must possess a High School Diploma with a strong work ethic and proven interpersonal skills. A Bachelor's Degree is preferred but not mandatory.