Financial Representative

Western & Southern Financial Group; San Diego (CA); On-site; USD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking a motivated Financial Representative to provide tailored financial solutions to middle-income clients. In this dynamic role, you will engage with clients to assess their financial needs, educate them on risk protection and wealth creation, and recommend appropriate solutions. This position offers the opportunity to build strong community relationships while enhancing your professional skills. If you are driven, possess excellent communication skills, and are ready to make a positive impact in clients' lives, this role is perfect for you. Join a team dedicated to ethical practices and client-focused service.

Qualifications

• High level of integrity and strong work ethic required.
• Must be able to analyze client needs and sell tailored solutions.

Responsibilities

• Identify markets and develop marketing plans for middle-income clients.
• Conduct appointments using consultative practices and sell financial solutions.

Skills

Interpersonal Skills

Effective Communication

Analytical Skills

Networking

Sales Skills

Education

High School Diploma

College Degree

Tools

Word Processing Software

Spreadsheet Applications

Email Applications

Job description

Organization : Name

SAN DIEGO AGENCY CA

Default: Location : City

SAN DIEGO

Overview

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.

Responsibilities

• Identify market(s) and develop appropriate marketing plan.
• Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
• Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
• Adequately prepare for all appointments through established processes.
• Conduct all appointments using Western & Southern Life consultative practices and processes.
• Effectively sell insurance and investment solutions.
• Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
• Market for the purposes of developing the Western & Southern Life brand at the local level.
• Proactively develop community relationships to cultivate and strengthen presence in target market(s).
• Maintain personal contact with clients to ensure their evolving financial needs are being met.
• Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
• Accurately maintain client and company records, payments, etc., in a timely manner.
• Operate an automobile during both day and night hours.

Qualifications

• High level of integrity.
• Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
• Strong interpersonal, relationship, and influence skills.
• Effective communication skills including listening, speaking and writing.
• Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
• The ability to influence others to take needed action.
• Demonstrate personal drive and resilience to achieve goals.
• Willing and able to network for new clients.

Educational Requirements

• Minimum high school diploma or equivalent; college degree preferred.

Computer Skills and Knowledge of Hardware & Software Required

• Working knowledge of word processing and spreadsheet applications.
• Working knowledge of internet and email.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.)

• Obtain and hold State Life and Health license prior to hire.

Position Demands

• Access to an automobile and ability to maintain a valid driver’s license.