Financial Solutions Advisor

Western & Southern Financial Group; Heritage Village Museum (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Dover-New Philadelphia, OH. The role focuses on educating middle-income clients about financial security and risk protection, analyzing their needs, and offering suitable financial solutions.

Responsibilities include developing marketing plans, securing client appointments, and maintaining accurate records. Candidates should possess a strong work ethic, interpersonal skills, and relevant licensure.

Qualifications

• High School Diploma required; Bachelor's Degree preferred.
• Must maintain a life and health license within 30 Days.
• Proven work ethic and ability to drive for results.

Responsibilities

• Identify market and develop a marketing plan.
• Travel to prospect for clients.
• Secure appointments with prospective clients.
• Sell insurance and investment solutions.
• Maintain client records accurately.

Skills

Influencing a group

Setting professional goals

Team collaboration

Interpersonal skills

Analyzing financial information

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Dover-New Philadelphia, OH. The role focuses on educating middle-income clients about financial security and risk protection, analyzing their needs, and offering suitable financial solutions.

Responsibilities include developing marketing plans, securing client appointments, and maintaining accurate records. Candidates should possess a strong work ethic, interpersonal skills, and relevant licensure.