Financial Solutions Consultant

Talentify; Charlotte (NC); On-site; USD 45,000 - 75,000; Full time

Job summary

Western & Southern Life in Charlotte is seeking a Financial Representative focused on helping middle-income clients with risk protection, financial security, and wealth creation. You will assess client needs and recommend suitable insurance and investment solutions while upholding ethical standards.

In this role you will travel within the market to prospect, set appointments, educate clients, build relationships, and maintain accurate records to ensure ongoing client satisfaction and retention.

Qualifications

• High School Diploma is required.
• Bachelor's Degree preferred.
• Life and health license required or ability to obtain.
• Experience in insurance/financial products is a plus.
• Strong ethical standards and integrity required.

Responsibilities

• Identify markets and develop marketing plans for insurance and investments.
• Travel to prospect and network for middle-market clients.
• Schedule and conduct in-person meetings for sales and service.
• Sell insurance and investment solutions ethically.
• Maintain accurate client records and stay compliant.
• Engage in ongoing professional development.

Skills

Sales & relationship building

Communication skills

Market prospecting

Ethics & compliance

Education

High School Diploma

Bachelor's Degree (Preferred)

Life & Health license (required or ability to obtain)

Job description

Western & Southern Life in Charlotte is seeking a Financial Representative focused on helping middle-income clients with risk protection, financial security, and wealth creation. You will assess client needs and recommend suitable insurance and investment solutions while upholding ethical standards.

In this role you will travel within the market to prospect, set appointments, educate clients, build relationships, and maintain accurate records to ensure ongoing client satisfaction and retention.