Financial Advisor: Wealth & Risk Protection

Western & Southern Financial Group; Willoughby (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Willoughby, OH. The role focuses on educating middle-income clients about financial solutions and meeting their needs through ethical sales practices. Responsibilities include developing marketing strategies, maintaining client relationships, and ensuring compliance with regulations. Ideal candidates will possess a high school diploma, strong interpersonal and analytical skills, and must obtain a life and health license within 30 days of hire.

Qualifications

• High School Diploma; Bachelor's preferred.
• Proven experience influencing a group.
• Strong work ethic and ability to drive results.

Responsibilities

• Identifies markets and develops marketing plans.
• Contacts prospective clients for sales.
• Maintains client records accurately.

Skills

Interpersonal skills

Sales skills

Analytical skills

Goal setting

Complaint resolution

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Willoughby, OH. The role focuses on educating middle-income clients about financial solutions and meeting their needs through ethical sales practices. Responsibilities include developing marketing strategies, maintaining client relationships, and ensuring compliance with regulations. Ideal candidates will possess a high school diploma, strong interpersonal and analytical skills, and must obtain a life and health license within 30 days of hire.