Financial Solutions Advisor

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

Job summary

Western & Southern Financial Group is looking for a Financial Representative to meet the needs of middle-income clients in Ontario, Ohio. The role involves educating clients about financial solutions, evaluating their needs, and selling appropriate products. Responsibilities include marketing, client engagement, and maintaining compliance with regulatory standards. Ideal candidates will have a strong work ethic, interpersonal skills, and relevant experience, with a High School Diploma being required and a Bachelor's degree preferred.

Qualifications

• Must possess a life and health license within 30 days.
• Ability to lead and coordinate effectively.
• Demonstrated experience setting and achieving professional goals.

Responsibilities

• Identify markets and develop marketing plans for insurance and investments.
• Prospect and network to secure appointments with clients.
• Sell insurance and investment solutions ethically and effectively.

Skills

Interpersonal skills

Client relationship building

Analytical skills

Work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is looking for a Financial Representative to meet the needs of middle-income clients in Ontario, Ohio. The role involves educating clients about financial solutions, evaluating their needs, and selling appropriate products. Responsibilities include marketing, client engagement, and maintaining compliance with regulatory standards. Ideal candidates will have a strong work ethic, interpersonal skills, and relevant experience, with a High School Diploma being required and a Bachelor's degree preferred.