Financial Solutions Advisor

Western & Southern Financial Group; Hermitage (Mercer County); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group seeks a Financial Representative in Hermitage, PA to meet the needs of middle-income clients. This role involves educating clients on financial solutions, selling insurance and investment products, and building community relationships. Candidates should possess a high school diploma and preferably a bachelor's degree, with integrity and a strong work ethic key attributes. Must maintain a life and health license within 30 days of hire. The position requires travel within market areas and involves working in various office settings.

Qualifications

• Must have reliable transportation and maintain a driver's license.
• Must possess life and health license within 30 days of hire.
• Must uphold integrity regarding compliance and ethics.

Responsibilities

• Identify market(s) and develop marketing plans.
• Contact prospective clients for sales and service.
• Sell insurance and investment solutions.

Skills

Strong work ethic

Interpersonal skills

Analytical skills

Relationship-building

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group seeks a Financial Representative in Hermitage, PA to meet the needs of middle-income clients. This role involves educating clients on financial solutions, selling insurance and investment products, and building community relationships. Candidates should possess a high school diploma and preferably a bachelor's degree, with integrity and a strong work ethic key attributes. Must maintain a life and health license within 30 days of hire. The position requires travel within market areas and involves working in various office settings.