Financial Solutions Advisor: Risk Protection & Wealth Growth

Talentify; Charleston (WV); On-site; USD 42,000 - 70,000; 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. You will analyze needs and ethically recommend suitable financial solutions while maintaining client relationships.

Responsibilities include identifying markets, networking, scheduling appointments, and effectively selling insurance and investment solutions, with a focus on compliance and ethical sales practices.

Qualifications

• Licensed in life and health for the state where the agency operates.
• Bachelor’s degree is preferred.
• Proven success in sales and client relationship building.
• Strong communication and networking capabilities.

Responsibilities

• Identify market segments and develop plans to sell insurance and investment solutions.
• Prospect and network for middle-market clients, and secure in-person appointments.

Skills

Life & health license

Sales experience

Communication

Networking

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. You will analyze needs and ethically recommend suitable financial solutions while maintaining client relationships.

Responsibilities include identifying markets, networking, scheduling appointments, and effectively selling insurance and investment solutions, with a focus on compliance and ethical sales practices.