Financial Representative (SAN DIEGO, CA)

The Western and Southern Life Insurance Company

San Diego (CA)

On-site

USD 50,000 - 70,000

Full time

14 days+

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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

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.

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Location

SAN DIEGO

The Mandates

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
About the Role

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.

Compensation and Benefits

Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually. As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life’s benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as 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).

If this sounds like you, we encourage you to Pursue Your Path and apply today!

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