Financial Wellness Advisor: Insurance & Investments

Western & Southern Financial Group; Akron (OH); Vor Ort; USD 45.000 - 60.000; Vollzeit

Zusammenfassung

Western & Southern Financial Group is looking for a Financial Representative in Akron, Ohio, to help educate middle-income clients about financial security and wealth creation. The role includes developing marketing plans, securing client appointments, and selling various financial solutions. Candidates should possess a High School Diploma, preferably a Bachelor's degree, and demonstrate strong interpersonal skills. This position does not require travel and may involve office work and client interaction.

Qualifikationen

• High School Diploma required; Bachelor's Degree preferred.
• Proven experience influencing a group to action.
• Demonstrated ability to achieve professional goals.

Aufgaben

• Identify markets and develop marketing plans.
• Prospect and network for middle-market clients.
• Prepare for and conduct client appointments.

Kenntnisse

Interpersonal skills

Influencing skills

Analytical skills

Relationship-building skills

Ausbildung

High School Diploma

Bachelor's Degree

Jobbeschreibung

Western & Southern Financial Group is looking for a Financial Representative in Akron, Ohio, to help educate middle-income clients about financial security and wealth creation. The role includes developing marketing plans, securing client appointments, and selling various financial solutions. Candidates should possess a High School Diploma, preferably a Bachelor's degree, and demonstrate strong interpersonal skills. This position does not require travel and may involve office work and client interaction.