Financial Solutions Advisor

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

Job summary

Western & Southern Financial Group is seeking a Financial Representative to educate clients on risk protection and financial security. This role involves analyzing client needs and recommending suitable financial solutions.

Responsibilities include identifying marketing plans, securing client appointments, and maintaining client relationships to ensure evolving financial needs are met.

Applicants must have a High School Diploma, with a Bachelor's degree preferred, and demonstrate strong interpersonal skills.

Qualifications

• High School Diploma is required.
• Bachelor's Degree is preferred.
• Proven experience influencing a group is preferred.

Responsibilities

• Identify and develop marketing plans for insurance and investment solutions.
• Prospect and network for middle-market clients.
• Prepare and conduct appointments using consultative practices.

Skills

Interpersonal skills

Financial analysis

Client management

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative to educate clients on risk protection and financial security. This role involves analyzing client needs and recommending suitable financial solutions.

Responsibilities include identifying marketing plans, securing client appointments, and maintaining client relationships to ensure evolving financial needs are met.

Applicants must have a High School Diploma, with a Bachelor's degree preferred, and demonstrate strong interpersonal skills.