Financial Representative: Build Wealth & Risk Solutions

Western & Southern Financial Group; Cranberry Township (Butler County); Hybrid; USD 50,000 - 75,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Cranberry Township, PA, to meet the needs of middle-income clients through educating them on financial solutions. This role involves selling insurance and investment products while developing community relationships.

Candidates should possess a High School Diploma, with a Bachelor's preferred. The ability to effectively influence clients and maintain integrity in sales practices is crucial. A life and health license must be obtained within 30 days of hire.

Qualifications

• Proven experience effectively influencing a group.
• Demonstrated strong work ethic and drive for results.
• Ability to analyze financial information to meet clients' objectives.

Responsibilities

• Identify markets and develop marketing plan for sales.
• Contact prospective clients for appointments and sales.
• Maintain client relationships to ensure evolving needs are met.

Skills

Influencing skills

Interpersonal skills

Analytical skills

Relationship-building

Strong work ethic

Education

High School Diploma

Bachelor’s Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Cranberry Township, PA, to meet the needs of middle-income clients through educating them on financial solutions. This role involves selling insurance and investment products while developing community relationships.

Candidates should possess a High School Diploma, with a Bachelor's preferred. The ability to effectively influence clients and maintain integrity in sales practices is crucial. A life and health license must be obtained within 30 days of hire.