Financial Solutions Advisor - Insurance & Investments

Talentify; Loveland (OH); On-site; USD 45,000 - 75,000; Full time

Job summary

The Western & Southern Life Financial Representative role in Loveland, OH focuses on educating middle-income clients about risk protection, financial security, and wealth creation. You analyze needs and recommend and sell the right financial solutions with an ethical, client-focused approach.

The position requires prospecting, in-person client appointments, and planning activities to grow the local brand while maintaining accurate records and complying with all policies.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Integrity and compliance with ethics and privacy policies required.
• Ability to analyze financial information and develop client strategy.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Prospect and network within markets to find qualified clients.
• Schedule and conduct in-person appointments for sales, service, and conservation.
• Prepare for and conduct appointments using consultative practices.
• Sell insurance and investment solutions effectively.
• Plan and schedule sales, marketing, and service activities weekly.
• Develop community relationships to grow the local brand.
• Maintain client and company records accurately and timely.
• Maintain required driver’s license and auto insurance.

Skills

Integrity

Relationship building

Sales skills

Client communication

Networking

Time management

Goal orientation

Education

High School Diploma

Bachelor's Degree

Job description

The Western & Southern Life Financial Representative role in Loveland, OH focuses on educating middle-income clients about risk protection, financial security, and wealth creation. You analyze needs and recommend and sell the right financial solutions with an ethical, client-focused approach.

The position requires prospecting, in-person client appointments, and planning activities to grow the local brand while maintaining accurate records and complying with all policies.