Financial Solutions Advisor

Western & Southern Financial Group; New Albany (OH); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group in New Albany, Ohio, is seeking a Financial Representative to educate clients on financial security and risk protection. This role requires identifying market opportunities, securing client appointments, and providing tailored financial solutions. Candidates should possess a High School Diploma (Bachelor's preferred) and strong interpersonal skills. The position offers a dynamic work environment where proactive relationship-building is key to success.

Qualifications

• Proven experience effectively influencing a group to a recommended course of action.
• Ability to analyze financial information from clients to determine strategies for financial objectives.
• Must possess and maintain a life and health license within 30 Days.

Responsibilities

• Identifies market(s) and develops marketing plans to sell insurance and investment solutions.
• Contacts and secures in-person appointments with prospective clients.
• Maintains personal contact with clients to ensure evolving financial needs are met.

Skills

Strong interpersonal skills

Analytical skills

Relationship-building skills

Sales skills

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group in New Albany, Ohio, is seeking a Financial Representative to educate clients on financial security and risk protection. This role requires identifying market opportunities, securing client appointments, and providing tailored financial solutions. Candidates should possess a High School Diploma (Bachelor's preferred) and strong interpersonal skills. The position offers a dynamic work environment where proactive relationship-building is key to success.