Financial Representative - Protect & Grow Clients (San Diego)

The Western and Southern Life Insurance Company; San Diego (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

The Western and Southern Life Insurance Company seeks a Financial Representative in San Diego to serve local clients with tailored financial solutions, including life insurance and other offerings. You will assess needs, present suitable plans, and help clients protect their futures.

Ideal candidates bring strong people skills, a proactive mindset, and a commitment to long-term relationships, with a results-driven attitude and ability to work in a dynamic market.

Qualifications

• Candidates should demonstrate strong interpersonal skills.
• Ability to communicate clearly with clients and prospects.
• Must be able to build and leverage professional networks.
• Goal-oriented with resilient mindset.

Responsibilities

• Meet with clients to assess financial needs and goals.
• Recommend suitable life insurance and other products from our lineup.
• Build lasting relationships within the community to generate referrals.

Skills

Customer-focused

Effective Communicators

Natural Networkers

Results-driven

Resilient

Collaborative

Job description

The Western and Southern Life Insurance Company seeks a Financial Representative in San Diego to serve local clients with tailored financial solutions, including life insurance and other offerings. You will assess needs, present suitable plans, and help clients protect their futures.

Ideal candidates bring strong people skills, a proactive mindset, and a commitment to long-term relationships, with a results-driven attitude and ability to work in a dynamic market.