Financial Solutions Advisor

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

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Kingsport, TN. This role involves educating middle-income clients on financial security and providing personalized financial solutions. Key responsibilities include developing marketing plans, securing client appointments, and managing client relationships effectively.

Applicants must have a High School Diploma, with preference for a Bachelor’s Degree, and must uphold the highest levels of integrity. Life and health insurance licenses are required within 30 days after hiring.

Qualifications

• Compelling interpersonal skills to build relationships with clients.
• Ability to analyze financial information to meet clients' objectives.
• Life and health insurance license required.

Responsibilities

• Identifies markets and develops marketing plans for sales.
• Secures appointments with prospective clients.
• Conducts client appointments using consultative practices.
• Maintains accurate records and client profiles.

Skills

Interpersonal skills

Relationship building

Financial analysis

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Kingsport, TN. This role involves educating middle-income clients on financial security and providing personalized financial solutions. Key responsibilities include developing marketing plans, securing client appointments, and managing client relationships effectively.

Applicants must have a High School Diploma, with preference for a Bachelor’s Degree, and must uphold the highest levels of integrity. Life and health insurance licenses are required within 30 days after hiring.