Financial Solutions Advisor

Western & Southern Financial Group; Shelby (NC); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Shelby, NC. Your role will involve educating middle-income clients on financial security and wealth creation, analyzing needs, and recommending financial solutions.

You will identify markets, secure client appointments, and maintain relationships, ensuring the evolving financial needs of clients are met. This position requires a strong work ethic, integrity, and the ability to obtain a life and health license.

Qualifications

• High School Diploma is required; Bachelor's Degree preferred.
• Proven experience effectively influencing a group and achieving professional goals.
• Must possess and maintain a life and health license within 30 days.

Responsibilities

• Identify market(s) and develop appropriate marketing plans.
• Secure appointments with prospective clients and conduct sales.
• Develop community relationships to enhance brand presence.

Skills

Strong work ethic

Interpersonal skills

Analytical abilities

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Shelby, NC. Your role will involve educating middle-income clients on financial security and wealth creation, analyzing needs, and recommending financial solutions.

You will identify markets, secure client appointments, and maintain relationships, ensuring the evolving financial needs of clients are met. This position requires a strong work ethic, integrity, and the ability to obtain a life and health license.