Financial Growth Advisor

Talentify; Pittsburgh (Allegheny County); On-site; USD 52,000 - 75,000; Full time

Job summary

Western & Southern Life is hiring a Financial Representative in the Pittsburgh area. The role focuses on educating middle‑income clients about risk protection, financial security, and wealth creation, analyzing needs, and selling suitable financial solutions with integrity.

As part of the role, you will travel within the market to prospect, secure appointments, and build lasting client relationships while following company consultative practices and maintaining accurate records and licensing

Qualifications

• Must have a high school diploma; bachelor’s degree preferred.
• Relevant experience in sales or financial services is preferred.
• Ability to influence groups and drive recommended courses of action.
• Strong client education, needs analysis, and consultative sales skills.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel to prospect and network for middle-market clients.
• Schedule in-person appointments for sales, service and client contacts.
• Prepare for appointments using consultative processes and practices.
• Sell insurance and investment solutions effectively and ethically.
• Plan and schedule weekly sales, marketing and service activities.

Skills

Influencing a group

Goal setting and achievement

Client education and needs analysis

Sales and consultative selling

Education

High school diploma

Bachelor’s degree - preferred

Relevant experience - preferred

Job description

Western & Southern Life is hiring a Financial Representative in the Pittsburgh area. The role focuses on educating middle‑income clients about risk protection, financial security, and wealth creation, analyzing needs, and selling suitable financial solutions with integrity.

As part of the role, you will travel within the market to prospect, secure appointments, and build lasting client relationships while following company consultative practices and maintaining accurate records and licensing