Financial Solutions Advisor

Talentify; Charleston (SC); On-site; USD 42,000 - 65,000; Full time

Job summary

Western & Southern Life seeks a Financial Representative to educate middle-income clients on risk protection, security, and wealth creation. You will analyze needs and recommend appropriate financial solutions with ethical, client-focused sales.

The role involves traveling to market(s) to network for qualified clients, arranging in-person appointments, and maintaining accurate records. Licensure in life/health is required or in process, with ongoing professional development expected.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Proven experience influencing a group to a recommended course of action.
• Demonstrated experience setting professional goals, and successfully implementing and achieving those goals.
• Demonstrated experience working within a team composed of associates who are at various levels of experience.
• Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations.
• Proven strong work ethic and demonstrated ability to drive for results.
• Demonstrated strong interpersonal and relationship-building skills, including demonstrated experience identifying and quantifying obstacles and providing effective resolutions.
• Ability to analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
• Ability to lead, coordinate and develop an effective client contact strategy and identify new opportunities for business.
• Must be able to provide proof that you either (a) have your life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire
• Must possess and maintain a life and health license within 30 Days - Required

Responsibilities

• Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
• Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
• Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
• Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
• Effectively sells insurance and investment solutions.
• Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
• Markets for the purposes of developing the Western & Southern Life brand at the local level.
• Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
• Maintains personal contact with clients to ensure their evolving financial needs are being met.
• Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
• Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
• Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.
• Performs other duties as assigned.
• Complies with all policies and standards.

Skills

Interpersonal skills

Relationship-building

Analytical ability

Goal setting

Team collaboration

Sales aptitude

Communication skills

Integrity

Drive for results

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life seeks a Financial Representative to educate middle-income clients on risk protection, security, and wealth creation. You will analyze needs and recommend appropriate financial solutions with ethical, client-focused sales.

The role involves traveling to market(s) to network for qualified clients, arranging in-person appointments, and maintaining accurate records. Licensure in life/health is required or in process, with ongoing professional development expected.