Financial Solutions Advisor

Western & Southern Financial Group; Sheffield Township (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative to provide clients with risk protection, financial security, and wealth creation solutions. This role involves assessing client needs and recommending appropriate financial solutions in an ethical manner.

The ideal candidate will have strong interpersonal skills, a high school diploma, and a strong work ethic. Responsibilities include developing marketing plans and maintaining client relationships.

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Qualifications

• Must have reliable transportation and a valid driver's license.
• Must maintain a life and health license within 30 days.
• Demonstrated ability to set and achieve professional goals.

Responsibilities

• Identify markets and develop marketing plans.
• Contact and secure appointments with clients.
• Sell insurance and investment solutions ethically.
• Maintain accurate client and company records.

Skills

Interpersonal skills

Analytical skills

Relationship-building skills

Strong work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative to provide clients with risk protection, financial security, and wealth creation solutions. This role involves assessing client needs and recommending appropriate financial solutions in an ethical manner.

The ideal candidate will have strong interpersonal skills, a high school diploma, and a strong work ethic. Responsibilities include developing marketing plans and maintaining client relationships.

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