Financial Solutions Advisor

Western & Southern Financial Group; Maysville (KY); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Financial Group in Maysville, Kentucky, seeks a Financial Representative to educate middle-income clients on financial security and wealth creation. The role involves identifying client needs, sharing tailored financial solutions, and conducting sales appointments to effectively meet clients' evolving financial requirements.

This position requires a strong work ethic, interpersonal skills, and a commitment to compliance. A successful candidate will hold a High School Diploma and maintain a life and health license within 30 days of hire.

Qualifications

• High School Diploma is required, Bachelor's Degree preferred.
• Proven experience effectively influencing a group is preferred.
• Must possess and maintain a life and health license within 30 days.

Responsibilities

• Identify markets and develop marketing plans for financial solutions.
• Conduct in-person appointments with prospective clients for sales.
• Maintain accurate client and company records in a timely manner.

Skills

Interpersonal skills

Analytical skills

Strong work ethic

Relationship-building

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group in Maysville, Kentucky, seeks a Financial Representative to educate middle-income clients on financial security and wealth creation. The role involves identifying client needs, sharing tailored financial solutions, and conducting sales appointments to effectively meet clients' evolving financial requirements.

This position requires a strong work ethic, interpersonal skills, and a commitment to compliance. A successful candidate will hold a High School Diploma and maintain a life and health license within 30 days of hire.