Financial Representative (PORTSMOUTH, OH)

The Western and Southern Life Insurance Company

Portsmouth (OH)

On-site

USD 50,000 - 70,000

Full time

14 days+
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Benefits offered by this job

Medical and dental insurance
401(k) plan with company match
Defined benefit pension plan
Employee Assistance Program

Job summary

A financial services provider is looking for a dedicated Financial Representative in Portsmouth, OH, to engage with clients and help them achieve their financial goals through personalized recommendations. The ideal candidate should possess strong interpersonal skills and a customer-focused mindset. This full-time position offers an opportunity to make a significant impact in the community while enjoying comprehensive benefits, including medical and dental insurance, 401(k) with company match, and a pension plan.

Qualifications

  • Strong interpersonal skills and motivation to succeed.
  • Ability to understand clients' financial needs and goals.
  • Experience in customer service or financial services is a plus.

Responsibilities

  • Work with clients to understand their financial needs.
  • Recommend solutions from a comprehensive line of products including life insurance.
  • Make an impact in clients' lives through financial guidance.

Skills

Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative

Job description

Overview

Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company.

Location: Portsmouth, OH

Position and Responsibilities

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.

Benefits and Eligibility

As a full-time Financial Representative, you will be eligible to participate in Western & Southern Life’s benefit plans, subject to the terms of those plans. Our benefits plans may include medical and dental insurance, access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the terms of the respective plans, policies, and programs for other benefits that may be available in this role.

Ideal Candidate

Our Field Offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:

  • Customer-focused
  • Effective Communicators
  • Natural Networkers
  • Results-driven
  • Resilient
  • Collaborative

If this sounds like you, we encourage you to explore the possibilities and apply today!

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