Financial Services Representative

Western & Southern Financial Group; Cranberry Township (Butler County); On-site; USD 42,000 - 66,000; Full time

Job summary

Western & Southern Financial Group, Inc. is a diversified family of financial services companies founded in Cincinnati in 1888. This is a full-time on-site role for a Financial Services Representative at Western & Southern Financial Group located in Cranberry Township, PA.

The role involves providing financial services to clients, selling insurance and investment products, and handling customer inquiries. The team seeks candidates with a bachelor's degree in finance, business, or related field.

Qualifications

• Experience in finance, financial services, and investments.
• Experience in selling insurance and investment products.
• Strong communication and interpersonal skills.
• Organizational and time management skills.
• Bachelor's degree in finance, business, or related field.
• Professional certification such as FINRA Series 6 or 7 is a plus.
• Experience with financial software such as Microsoft Excel and Salesforce is a plus.

Responsibilities

• Providing financial services to clients.
• Selling insurance and investment products.
• Handling customer inquiries.

Skills

Strong communication

Interpersonal skills

Organizational skills

Education

Bachelor's degree in finance or business

Tools

Microsoft Excel

Salesforce

Job description

Western & Southern Financial Group, Inc. is a diversified family of financial services companies founded in Cincinnati in 1888. The family includes several companies such as The Western and Southern Life Insurance Company, Columbus Life Insurance Company, W&S Brokerage Services, Inc., and more. Western & Southern is dedicated to sponsoring community events and is the title sponsor of six major community events every year, including the Western & Southern Open.

Role Description

This is a full-time on-site role for a Financial Services Representative at Western & Southern Financial Group located in Cranberry Township, PA. The Financial Services Representative will be responsible for day-to-day tasks such as providing financial services to clients, selling insurance and investment products, and handling customer inquiries.

Qualifications

• Experience in finance, financial services, and investments
• Experience in selling insurance and investment products
• Strong communication and interpersonal skills
• Organizational and time management skills
• Bachelor's degree in finance, business, or related field
• Professional certification such as FINRA Series 6 or 7 is a plus
• Experience with financial software such as Microsoft Excel and Salesforce is a plus