Financial Solutions Advisor

Talentify; Jacksonville (FL); On-site; USD 50,000 - 80,000; Full time

Job summary

Western & Southern Life in Jacksonville, FL seeks a Financial Representative to educate clients on risk protection, financial security, and wealth creation while assessing needs and recommending suitable solutions. You will conduct needs analyses and ethically sell financial products to middle-income clients.

The role involves prospecting, networking, meeting with clients in person, and developing plans to grow the practice within the market.

Qualifications

• Must have a high school diploma; bachelor's degree preferred.
• Must have life and health license within 30 days or have passed the state exam and submitted licensure application.

Responsibilities

• Identifies market(s) and develops marketing plans to sell insurance and investment solutions.
• Travels within market(s) to prospect and network with middle-market clients.
• Schedules in-person appointments for sales, service, and client retention.
• Prepares for appointments using company consultative practices and processes.
• Effectively sells insurance and investment solutions to clients.
• Plans and schedules weekly sales, marketing, and service activities.
• Develops local presence and markets the Western & Southern Life brand.
• Builds community relationships to grow client base in target markets.
• Maintains ongoing client contact to meet evolving financial needs.
• Engages in ongoing professional development to enhance job performance.
• Maintains accurate client and company records and payments.

Skills

Interpersonal skills

Relationship building

Goal setting

Team collaboration

Analytical thinking

Ethical sales

Education

High School Diploma

Bachelor's degree preferred

Job description

Western & Southern Life in Jacksonville, FL seeks a Financial Representative to educate clients on risk protection, financial security, and wealth creation while assessing needs and recommending suitable solutions. You will conduct needs analyses and ethically sell financial products to middle-income clients.

The role involves prospecting, networking, meeting with clients in person, and developing plans to grow the practice within the market.