Financial Solutions Advisor for Growth & Protection

Western & Southern Financial Group; West Chester Township (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is hiring for the position of Financial Representative in West Chester Township, Ohio. This role is aimed at meeting the needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions.

The representative will need to identify markets, meet with clients, and develop effective sales strategies. A High School Diploma is required, and relevant experience is preferred. The position does not require extensive travel but involves building community relationships.

Qualifications

• High School Diploma required, Bachelor's preferred.
• Relevant experience in sales or financial services is preferred.
• Ability to maintain integrity and compliance with industry regulations required.

Responsibilities

• Identifies market and develops marketing plans for clients.
• Contacts and secures in-person appointments with clients.
• Sells insurance and investment solutions effectively.

Skills

Interpersonal skills

Analytical skills

Sales skills

Teamwork

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is hiring for the position of Financial Representative in West Chester Township, Ohio. This role is aimed at meeting the needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions.

The representative will need to identify markets, meet with clients, and develop effective sales strategies. A High School Diploma is required, and relevant experience is preferred. The position does not require extensive travel but involves building community relationships.