Financial Representative

The Western and Southern Life Insurance Company; Troy (MI); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical and dental insurance

Employee Assistance Program

401(k) plan with company match

Defined benefit pension plan

Other benefits per plan terms

Job summary

A leading insurance firm in Troy, MI is looking for a Financial Representative to assist clients with their financial needs. You will recommend solutions from a comprehensive line of products, including life insurance. The ideal candidate should be customer-focused, resilient, and possess strong networking skills. This role offers various benefits, including medical insurance and a 401(k) plan.

Qualifications

• Understand clients' financial needs and goals and provide appropriate recommendations from Western & Southern Life’s product line, including life insurance.
• Engage with prospective clients and communities to build relationships and support financial security goals.

Responsibilities

• Understand clients' financial needs and provide appropriate recommendations.
• Engage with prospective clients to build relationships.

Skills

Customer-focused

Natural networker

Results-driven

Resilient

Job description

Overview

As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.

Responsibilities

• Understand clients' financial needs and goals and provide appropriate recommendations from Western & Southern Life’s product line, including life insurance.
• Engage with prospective clients and communities to build relationships and support financial security goals.

Benefits

• Medical and dental insurance
• Employee Assistance Program
• 401(k) plan with company match
• Defined benefit pension plan
• Other benefits per plan terms

Qualifications / Qualities

• Customer-focused
• Natural networker
• Results-driven
• Resilient

Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. If this sounds like you, we encourage you to apply today!

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