Financial Solutions Advisor — Insurance & Investments

Talentify; Troy (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation in the Detroit/Troy area. You will analyze client needs and recommend suitable insurance and investment solutions with ethical, client-focused practices.

The role involves traveling within markets to prospect, schedule in-person appointments, and build local relationships while maintaining accurate records and complying with company policies.

Qualifications

• High School Diploma is required.
• Bachelor's Degree preferred.
• Experience influencing groups to a recommended course of action is preferred.
• Integrity and compliance with ethics and regulations are required.
• Must have life and health license or license by hire date.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel within markets to prospect and network with middle-market clients.
• Schedule and conduct in-person appointments to present solutions and close sales.
• Use consultative practices to prepare for appointments and deliver appropriate recommendations.
• Build local brand presence and develop community relationships.
• Maintain accurate client records and comply with policies.

Skills

Communication skills

Sales skills

Networking

Interpersonal skills

Integrity

Goal setting

Team collaboration

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation in the Detroit/Troy area. You will analyze client needs and recommend suitable insurance and investment solutions with ethical, client-focused practices.

The role involves traveling within markets to prospect, schedule in-person appointments, and build local relationships while maintaining accurate records and complying with company policies.