Financial Solutions Advisor

Western & Southern Financial Group; Van Wert (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Van Wert, Ohio. In this role, you will meet middle-income clients' needs by providing education on risk protection, financial security, and wealth creation.

Your responsibilities will include developing marketing plans, securing appointments, and effectively selling insurance and investment solutions while building strong community relations.

A High School Diploma is required; a Bachelor's Degree preferred. Integrity and a strong work ethic are essential to this position.

Qualifications

• High School Diploma required, Bachelor's Degree preferred.
• Experience in sales or financial services preferred.
• Ability to influence and lead groups effectively.

Responsibilities

• Develop and implement marketing plans for insurance and investment sales.
• Conduct in-person client appointments for sales and consultations.
• Build and maintain strong community relationships.

Skills

Client Relationship Management

Sales Skills

Financial Analysis

Goal Setting

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Van Wert, Ohio. In this role, you will meet middle-income clients' needs by providing education on risk protection, financial security, and wealth creation.

Your responsibilities will include developing marketing plans, securing appointments, and effectively selling insurance and investment solutions while building strong community relations.

A High School Diploma is required; a Bachelor's Degree preferred. Integrity and a strong work ethic are essential to this position.