Financial Representative

The Western and Southern Life Insurance Company; Tampa (FL); Hybrid; USD 45,000 - 85,000; Full time

Job summary

The Western and Southern Life Insurance Company is seeking a Financial Representative to join our Tampa, FL team in a full-time, hybrid capacity. You will work face-to-face with clients to understand their financial needs, develop tailored plans, and help clients achieve their goals.

This role emphasizes financial planning, insurance guidance, retirement planning, and investment advice, with a focus on building lasting client relationships through clear communication and personalized service.

Qualifications

• Financial planning and retirement planning skills
• Insurance and Finance expertise
• Knowledge of Investments
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in the finance industry is a plus
• Bachelor's degree in Finance, Business, or related field

Responsibilities

• Meet with clients to understand financial needs and propose solutions.
• Provide financial planning, insurance guidance, and retirement planning.
• Offer investment advice and monitor client portfolios.
• Work in a face-to-face setting with clients in a hybrid role.

Skills

Financial planning

Retirement planning

Insurance expertise

Investments knowledge

Analytical skills

Interpersonal communication

Teamwork

Education

Bachelor's degree in Finance, Business, or related field

Job description

The Western and Southern Life Insurance Company is dedicated to simplifying complex financial products and concepts for middle-market clients. With a focus on building personal relationships, we offer practical financial solutions tailored to meet individual goals. Our sales force, including Financial Representatives, embodies our commitment to excellence and customer service.

Role Description

This is a full-time hybrid role for a Financial Representative in Tampa, FL, with the flexibility to work from home. The Financial Representative will work face-to-face with clients to understand their financial needs, provide solutions, and help them achieve their financial goals. Daily tasks include financial planning, insurance guidance, retirement planning, and investment advice.

Qualifications

• Financial Planning and Retirement Planning skills
• Insurance and Finance expertise
• Knowledge of Investments
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Ability to work independently and as part of a team
• Experience in the finance industry is a plus
• Bachelor's degree in Finance, Business, or related field