Financial Solutions Advisor

Talentify; Greensboro (NC); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Life in Greensboro, NC seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and recommend suitable insurance and investment solutions.

The role requires prospecting, setting appointments, and building lasting client relationships with integrity and regulatory compliance. A high school diploma is required; a bachelor's degree is preferred, and licensure for life/health is

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Life and health licensure required or in process.
• Strong integrity and compliance with regulations.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network with middle-market clients.
• Contacts and secures in-person appointments for sales, service, and retention.
• Prepares thoroughly for appointments using consultative practices.
• Effectively sells insurance and investment solutions.
• Plans and schedules weekly sales, marketing, and service activities.
• Develops community relationships to strengthen local presence.
• Maintains client records, payments, and follows compliance standards.
• Maintains reliable transportation and valid auto insurance.

Skills

Strong communication

Relationship building

Sales aptitude

Ethical conduct

Education

High School diploma

Bachelor's degree preferred

Job description

Western & Southern Life in Greensboro, NC seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will assess client needs and recommend suitable insurance and investment solutions.

The role requires prospecting, setting appointments, and building lasting client relationships with integrity and regulatory compliance. A high school diploma is required; a bachelor's degree is preferred, and licensure for life/health is