Financial Solutions Advisor

Western & Southern; Overland Park (KS); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Overland Park to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and sell appropriate financial solutions in an ethical, client-focused manner.

The role involves prospecting, scheduling appointments, and building relationships in the local market; travel within the assigned market is required; a life and health license is required or in process.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Upholds integrity and compliance with ethics and regulations.
• Proven ability to influence a group to a recommended course of action.
• Ability to analyze financial information to meet client objectives.
• Must have life and health license or have passed the exam and applied for licensure on hire.

Responsibilities

• Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
• Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
• Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
• Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
• Effectively sells insurance and investment solutions.
• Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
• Markets for the purposes of developing the Western & Southern Life brand at the local level.
• Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
• Maintains personal contact with clients to ensure their evolving financial needs are being met.
• Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
• Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
• Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.
• Performs other duties as assigned.
• Complies with all policies and standards.

Education

High School Diploma

Bachelor's Degree

Relevant experience

Integrity and compliance

Influencing groups to action

Analytical thinking for financial goals

Licensure in life & health

Job description

Western & Southern Life is seeking a Financial Representative in Overland Park to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and sell appropriate financial solutions in an ethical, client-focused manner.

The role involves prospecting, scheduling appointments, and building relationships in the local market; travel within the assigned market is required; a life and health license is required or in process.