Financial Advisor – Wealth & Risk Protection

Western & Southern Life; Louisville (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Louisville, Kentucky. This role involves educating middle-income clients on financial solutions, analyzing their needs, and providing appropriate recommendations. The ideal candidate will have a strong work ethic and effective interpersonal skills. Responsibilities include developing marketing plans, making client contacts, and maintaining compliance with regulations. A high school diploma is required; a bachelor's degree is preferred, as well as a life and health license before starting.

Qualifications

• Must have reliable transportation and maintain a driver's license.
• Must possess a life and health license within 30 days of hire.
• Must have relevant experience preferred.

Responsibilities

• Identifies market(s) and develops marketing plans.
• Travels to prospect and network for clients.
• Conducts appointments effectively and ethically.
• Markets the Western & Southern Life brand locally.

Skills

Strong work ethic

Interpersonal skills

Ability to analyze financial information

Influencing a group

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in Louisville, Kentucky. This role involves educating middle-income clients on financial solutions, analyzing their needs, and providing appropriate recommendations. The ideal candidate will have a strong work ethic and effective interpersonal skills. Responsibilities include developing marketing plans, making client contacts, and maintaining compliance with regulations. A high school diploma is required; a bachelor's degree is preferred, as well as a life and health license before starting.