Financial Solutions Advisor

Western & Southern Financial Group; Canton (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Canton, Ohio. This role involves educating middle-income clients on financial security and selling corresponding financial solutions while maintaining a client-focused approach.

Responsibilities include developing marketing plans, networking to identify potential clients, and conducting appointments ethically. The ideal candidate will have strong interpersonal skills and a proven work ethic.

Qualifications

• High School Diploma required; Bachelor's preferred.
• Proven work ethic and integrity in compliance with ethics.
• Ability to analyze clients' financial information.

Responsibilities

• Market insurance and investment solutions to clients.
• Develop new client relationships within the community.
• Maintain client records and ensure client needs are met.

Skills

Interpersonal skills

Analytical skills

Influencing skills

Integrity

Work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Canton, Ohio. This role involves educating middle-income clients on financial security and selling corresponding financial solutions while maintaining a client-focused approach.

Responsibilities include developing marketing plans, networking to identify potential clients, and conducting appointments ethically. The ideal candidate will have strong interpersonal skills and a proven work ethic.