Financial Solutions Advisor

Western & Southern Financial Group; Columbus (IN); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group seeks a Financial Representative in Columbus, Indiana to meet the financial needs of middle-income clients through tailored solutions. The role involves market analysis, building client relationships, and effectively selling financial products.

The ideal candidate will have a High School Diploma, demonstrated integrity, and the ability to drive results. The position requires travel throughout the market to network and build a strong client base.

Qualifications

• High School Diploma is required; Bachelor’s Degree is preferred.
• Proven strong work ethic and ability to drive for results.
• Must have or pass the life and health examination for the state.

Responsibilities

• Identify markets and develop marketing plans.
• Secure in-person appointments with prospective clients.
• Sell insurance and investment solutions effectively.

Skills

Financial analysis

Client relationship management

Sales skills

Integrity

Education

High School Diploma

Bachelor’s Degree

Job description

Western & Southern Financial Group seeks a Financial Representative in Columbus, Indiana to meet the financial needs of middle-income clients through tailored solutions. The role involves market analysis, building client relationships, and effectively selling financial products.

The ideal candidate will have a High School Diploma, demonstrated integrity, and the ability to drive results. The position requires travel throughout the market to network and build a strong client base.