Financial Representative

Talentify; Eden Prairie (MN); On-site; USD 42,000 - 66,000; Full time

Job summary

Western & Southern Life is hiring a Financial Representative in Eden Prairie, MN. This role focuses on educating middle-income clients about risk protection, financial security, and wealth creation, assessing needs, and recommending suitable solutions.

You will build relationships, market insurance and investments, and ensure ethical client-first advice. You will travel within the market to meet prospects, conduct in-person appointments, and maintain accurate records while complying with

Qualifications

• High School Diploma is required.
• Bachelor's Degree preferred.
• Relevant experience preferred.

Responsibilities

• Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
• Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
• Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
• Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
• Effectively sells insurance and investment solutions.
• Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
• Markets for the purposes of developing the Western & Southern Life brand at the local level.
• Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
• Maintains personal contact with clients to ensure their evolving financial needs are being met.
• Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
• Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
• Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.
• Performs other duties as assigned.
• Complies with all policies and standards.

Education

High School Diploma

Bachelor's Degree

Job description

Organization : Name

MINNESOTA MN

Default: Location : City

EDEN PRAIRIE

Overview

The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess their clients' needs, and sell financial solutions in an ethical and client-focused manner, always selling the right way and for the right reasons.

Responsibilities

• Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
• Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
• Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
• Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
• Effectively sells insurance and investment solutions.
• Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
• Markets for the purposes of developing the Western & Southern Life brand at the local level.
• Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
• Maintains personal contact with clients to ensure their evolving financial needs are being met.
• Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
• Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
• Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• High School Diploma. - Required
• Bachelor's Degree. - Preferred
• Relevant experience. - Preferred