Financial Solutions Advisor

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

Job summary

Western & Southern Financial Group seeks a Financial Representative in Wooster, Ohio. This role requires effectively meeting the needs of middle-income clients through education on financial solutions.

You will identify potential markets, secure client appointments, and build community relationships while upholding the highest ethical standards. The position requires a minimum of a High School Diploma and a strong work ethic.

Qualifications

• High School Diploma is required.
• Bachelor's Degree is preferred.
• Must provide proof of life and health licensing.

Responsibilities

• Identify markets and develop marketing plans.
• Travel to prospect and network for clients.
• Secure in-person appointments with clients.
• Conduct appointments using consultative practices.
• Sell insurance and investment solutions.

Skills

Interpersonal skills

Communication skills

Analytical skills

Integrity

Strong work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group seeks a Financial Representative in Wooster, Ohio. This role requires effectively meeting the needs of middle-income clients through education on financial solutions.

You will identify potential markets, secure client appointments, and build community relationships while upholding the highest ethical standards. The position requires a minimum of a High School Diploma and a strong work ethic.