Financial Solutions Advisor

Western & Southern Financial Group

Russell (KY)

On-site

USD 40,000 - 70,000

Full time

14 days+

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Job summary

Western & Southern Financial Group is seeking a dedicated Financial Representative in Russell, KY. This role requires educating clients on risk protection, financial security, and wealth creation. Responsibilities include developing marketing plans, securing client appointments, and effectively selling financial solutions. The ideal candidate must uphold high ethical standards, have strong relationship-building skills, and maintain a life and health license. This position offers opportunities for professional development and community engagement.

Qualifications

  • High School Diploma is required; Bachelor's degree is preferred.
  • Relevant experience in sales is preferred.
  • Ability to maintain a life and health license within 30 days is required.

Responsibilities

  • Identifies markets and develops appropriate marketing plans.
  • Secures in-person appointments with clients for sales.
  • Markets for the development of the Western & Southern Life brand.

Skills

Interpersonal skills
Analytical skills
Influencing skills
Sales skills
Relationship-building

Education

High School Diploma
Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a dedicated Financial Representative in Russell, KY. This role requires educating clients on risk protection, financial security, and wealth creation. Responsibilities include developing marketing plans, securing client appointments, and effectively selling financial solutions. The ideal candidate must uphold high ethical standards, have strong relationship-building skills, and maintain a life and health license. This position offers opportunities for professional development and community engagement.
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