Financial Solutions Advisor

Western & Southern Financial Group; Monaca (Beaver County); On-site; USD 45,000 - 60,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Monaca, PA. This role involves meeting with middle-income clients to provide financial solutions, emphasizing ethical selling and comprehensive client education.

Ideal candidates will have a High School Diploma, with a Bachelor's preferred. Strong interpersonal skills and a commitment to integrity are essential. The position does not require travel but involves regular client interaction and preparation.

Qualifications

• High School Diploma required; Bachelor's preferred.
• Strong interpersonal and relationship-building skills are essential.
• Ability to analyze financial information to meet clients' objectives.

Responsibilities

• Identify markets and develop marketing plans for insurance and investments.
• Contact prospective clients for sales and service appointments.
• Maintain personal contact with clients to ensure financial needs are met.

Skills

Interpersonal skills

Financial analysis

Ethical selling

Client relationship management

Goal setting and achievement

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Monaca, PA. This role involves meeting with middle-income clients to provide financial solutions, emphasizing ethical selling and comprehensive client education.

Ideal candidates will have a High School Diploma, with a Bachelor's preferred. Strong interpersonal skills and a commitment to integrity are essential. The position does not require travel but involves regular client interaction and preparation.