Financial Solutions Advisor

Talentify; Van Wert (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Van Wert, OH to educate middle-income clients on risk protection, financial security, and wealth creation.

You will identify markets, network locally, schedule in-person appointments, and ethically present insurance and investment solutions while maintaining client records and complying with regulations.

This role requires driving, building relationships, and ongoing professional development in a client-focused environment.

Qualifications

• High school diploma required.
• Bachelor's degree preferred.
• Proven experience influencing a group.
• Strong integrity and compliance with policies and regulations.
• Must have or be eligible for life/health license.
• Must possess and maintain life and health license within 30 days.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel throughout markets to prospect and network for middle-market clients.
• Schedule in-person appointments with prospective and existing clients for sales, service, and retention.
• Prepare for and conduct appointments using consultative practices.
• Effectively sell insurance and investment solutions.
• Plan and schedule weekly sales, marketing, and service activities.
• Develop local brand presence and community relationships.
• Maintain regular contact with clients to meet evolving financial needs.
• Engage in ongoing professional development to perform duties effectively.
• Maintain accurate client and company records.

Skills

Sales aptitude

Networking

Communication

Time management

Education

High School Diploma

Bachelor's Degree preferred

Job description

Western & Southern Life is seeking a Financial Representative in Van Wert, OH to educate middle-income clients on risk protection, financial security, and wealth creation.

You will identify markets, network locally, schedule in-person appointments, and ethically present insurance and investment solutions while maintaining client records and complying with regulations.

This role requires driving, building relationships, and ongoing professional development in a client-focused environment.