Financial Solutions Advisor for Middle‑Market Clients

Western & Southern; Merrillville (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Indiana Northwest IN seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role includes prospecting, meeting clients, and selling tailored financial solutions with emphasis on ethical practices.

Responsibilities cover marketing, appointments, and ongoing client service, with emphasis on building local brand presence and professional development.

Qualifications

• High School Diploma is required.
• Bachelor's degree preferred.
• Relevant experience preferred.
• Proven experience influencing a group to a recommended action.
• Experience setting professional goals and achieving them.
• Ability to work in a team with varied experience levels.
• Must uphold integrity and compliance with policies.
• Proven strong work ethic and results-driven.
• Strong interpersonal and relationship-building skills.
• Ability to analyze financial information to meet client objectives.
• Ability to lead and develop client contact strategy.
• Must provide proof of life and health license or license exam and licensure application.
• Must maintain life and health license within 30 days.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel to prospect and network in target markets.
• Schedule in-person appointments for sales, service and retention.
• Prepare for and conduct appointments using consultative practices.
• Sell insurance and investment solutions effectively.
• Plan and schedule weekly sales, marketing, and service activities.
• Market the Western & Southern Life brand locally.
• Develop community relationships to strengthen market presence.
• Maintain regular client contact for evolving financial needs.
• Engage in ongoing professional development.

Skills

Interpersonal skills

Sales ability

Problem solving

Communication

Education

High School Diploma

Bachelor's Degree (Preferred)

State life & health license (or in progress)

Job description

Indiana Northwest IN seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. The role includes prospecting, meeting clients, and selling tailored financial solutions with emphasis on ethical practices.

Responsibilities cover marketing, appointments, and ongoing client service, with emphasis on building local brand presence and professional development.