Financial Solutions Advisor (Insurance & Investments)

Talentify; Fort Wayne (IN); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Life seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions while upholding ethical practices.

The role requires educating clients, maintaining records, and traveling within the market to develop relationships and secure appointments for sales, service and ongoing client care.

Qualifications

• High School Diploma is required.
• Life and health license required or must apply for licensure within hire.
• Experience influencing groups and setting goals is preferred.
• Strong ethics and compliance with industry regulations.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Prospect and network to secure qualified middle-market clients.
• Schedule in-person appointments for sales, service and conservation.
• Educate clients on risk protection and wealth creation.
• Maintain accurate client records and comply with policies.
• Travel as needed within market.

Skills

Interpersonal skills

Communication

Influencing

Leadership

Education

High School Diploma

Bachelor's Degree - Preferred

Job description

Western & Southern Life seeks a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions while upholding ethical practices.

The role requires educating clients, maintaining records, and traveling within the market to develop relationships and secure appointments for sales, service and ongoing client care.