Financial Advisor: Wealth & Risk for Mid-Income Clients

Talentify; Zanesville (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Life in Zanesville, OH seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will educate clients, assess needs, and sell suitable financial solutions in an ethical, client-focused manner.

The role emphasizes building relationships, prospecting locally, and traveling within the market to meet new and existing clients.

Qualifications

• High School Diploma required.
• Bachelor's degree preferred.
• Relevant experience preferred.
• Proven experience influencing a group to a recommended course of action.
• Demonstrated goal setting and achievement.
• Experience in diverse teams.
• Integrity and compliance with policies and regulations.
• Strong work ethic and drive for results.
• Interpersonal and relationship-building skills.
• Ability to analyze financial information for client objectives.
• Ability to lead client contact strategy and identify new opportunities.
• Life and health license or licensure progress within hire.
• License to life/health required within 30 days.

Responsibilities

• Identify markets and develop plans to sell insurance and investment solutions.
• Travel within markets to prospect and network with middle-market clients.
• Schedule and conduct in-person client appointments for sales, service, and retention.
• Sell insurance and investment solutions in a consultative manner.
• Promote Western & Southern Life brand locally.
• Develop community relationships to strengthen market presence.
• Maintain client and company records accurately and timely.
• Ensure compliance with all policies and standards.
• Pursue ongoing professional development.

Skills

Integrity & compliance

Relationship-building

Client needs analysis

Sales and marketing

Goal achievement

Team collaboration

Prospecting

Communication

Strategic planning

Adaptability

Education

High School Diploma

Bachelor's Degree

Tools

CRM software

Job description

Western & Southern Life in Zanesville, OH seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will educate clients, assess needs, and sell suitable financial solutions in an ethical, client-focused manner.

The role emphasizes building relationships, prospecting locally, and traveling within the market to meet new and existing clients.