Financial Solutions Advisor

Talentify; Russell (KY); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Life seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable financial solutions with ethical, client-focused selling.

The role requires traveling to prospect and network, conducting in-person appointments, and maintaining accurate client records while complying with company policies.

Qualifications

• Must have life and health license or have passed the life and health examination for the state and applied for licensure upon hire
• Upholds the highest level of integrity with company ethics and industry regulations
• Proven strong work ethic and drive for results
• Ability to analyze financial information to meet clients' objectives
• Ability to lead and develop an effective client contact strategy

Responsibilities

• Identifies market and develops marketing plan to sell insurance and investment solutions.
• Travels to prospect and network for middle-market clients by identifying potential qualified clients and making initial contacts.
• Sells insurance and investment solutions to clients and maintains records of activities.
• Prepares for and conducts appointments using consultative practices and processes.
• Markets for developing the Western & Southern Life brand at the local level.
• Develops community relationships to strengthen presence in target markets.

Skills

Interpersonal skills

Sales persuasion

Networking

Customer service

Ethical compliance

Communication

Market development

Education

High School Diploma

Bachelor's Degree

Life and Health License

Job description

Western & Southern Life seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze client needs and recommend suitable financial solutions with ethical, client-focused selling.

The role requires traveling to prospect and network, conducting in-person appointments, and maintaining accurate client records while complying with company policies.