Financial Solutions Advisor

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

Job summary

Western & Southern Financial Group is looking for a Financial Representative in Merrillville, Indiana. In this role, you will educate clients on risk protection and financial security while providing tailored financial solutions.

The ideal candidate must possess a strong work ethic, interpersonal skills, and a high school diploma, with a preferred bachelor's degree. This role requires traveling to meet clients and effectively planning for sales activities.

Qualifications

• Must provide proof of life and health license or apply for licensure upon hire.
• Experience in influencing groups toward action is preferred.
• Proven ability to achieve professional goals and work effectively in teams.

Responsibilities

• Educate clients on financial solutions and assess their needs.
• Identify markets and develop marketing plans for insurance solutions.
• Secure appointments with clients for sales and service.

Skills

Interpersonal skills

Analytical skills

Integrity and compliance

Strong work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is looking for a Financial Representative in Merrillville, Indiana. In this role, you will educate clients on risk protection and financial security while providing tailored financial solutions.

The ideal candidate must possess a strong work ethic, interpersonal skills, and a high school diploma, with a preferred bachelor's degree. This role requires traveling to meet clients and effectively planning for sales activities.