Financial Solutions Advisor

Western & Southern Financial Group; Metairie (LA); On-site; USD 50,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Metairie, LA. In this role, you will assist middle-income clients by providing education on risk protection and financial solutions. Responsibilities include developing marketing plans, conducting client appointments, and maintaining compliance. The position requires at least a high school diploma and a strong work ethic, with a preference for candidates holding a bachelor’s degree and relevant experience. Travel and community engagement are essential aspects of this role.

Qualifications

• Must uphold the highest level of compliance with company ethics and regulations.
• Proven experience influencing a group to a recommended course of action.
• Ability to analyze financial information to meet clients' objectives.

Responsibilities

• Identify markets and develop marketing plans to sell solutions.
• Travel throughout markets to prospect and network for clients.
• Prepare and conduct appointments using consultative practices.

Skills

Strong work ethic

Interpersonal skills

Analytical skills

Relationship-building

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Metairie, LA. In this role, you will assist middle-income clients by providing education on risk protection and financial solutions. Responsibilities include developing marketing plans, conducting client appointments, and maintaining compliance. The position requires at least a high school diploma and a strong work ethic, with a preference for candidates holding a bachelor’s degree and relevant experience. Travel and community engagement are essential aspects of this role.