Financial Solutions Advisor

Western & Southern Life; Wilmington (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Life is looking for a Financial Representative in Wilmington, North Carolina. The role is focused on meeting the needs of middle-income clients through education about financial solutions and risk protection. Responsibilities include developing marketing plans, contacting clients, and maintaining detailed records. A high school diploma is required, while a bachelor's degree is preferred. Candidates must also uphold ethical standards and acquire a life and health license within 30 days of employment.

Qualifications

• High School Diploma is required; Bachelor's Degree is preferred.
• Proven experience in influencing groups and achieving professional goals.
• Integrity in compliance with ethics and industry regulations.

Responsibilities

• Identify markets and develop appropriate marketing plans.
• Contact prospective clients for sales and service.
• Maintain client records accurately and timely.

Skills

Financial analysis skills

Interpersonal skills

Sales techniques

Compliance knowledge

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is looking for a Financial Representative in Wilmington, North Carolina. The role is focused on meeting the needs of middle-income clients through education about financial solutions and risk protection. Responsibilities include developing marketing plans, contacting clients, and maintaining detailed records. A high school diploma is required, while a bachelor's degree is preferred. Candidates must also uphold ethical standards and acquire a life and health license within 30 days of employment.