Financial Solutions Advisor

Western & Southern Financial Group; Roseville (MN); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is looking for a Financial Representative in Roseville, Minnesota, to help middle-income clients with financial security, risk protection, and wealth creation. Responsibilities include developing marketing plans, identifying potential clients, conducting appointments, and maintaining client relationships. Candidates should have a high school diploma, with a bachelor's degree preferred, and must possess integrity, strong work ethic, and analytical skills. This position requires a life and health license within 30 days of hire.

Qualifications

• Upholds the highest level of integrity regarding compliance with ethics and regulations.
• Proven strong work ethic and demonstrated ability to drive for results.
• Ability to analyze financial information to determine strategies for clients.

Responsibilities

• Identifies market(s) and develops marketing plans to sell solutions.
• Contacts prospective clients for sales and services.
• Maintains personal contact with clients to ensure needs are met.

Skills

Interpersonal skills

Analytical skills

Integrity

Work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is looking for a Financial Representative in Roseville, Minnesota, to help middle-income clients with financial security, risk protection, and wealth creation. Responsibilities include developing marketing plans, identifying potential clients, conducting appointments, and maintaining client relationships. Candidates should have a high school diploma, with a bachelor's degree preferred, and must possess integrity, strong work ethic, and analytical skills. This position requires a life and health license within 30 days of hire.