Financial Wellness Advisor: Insurance & Investments

Western & Southern Financial Group; Akron (OH); On-site; USD 45,000 - 60,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

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

Skills

Interpersonal skills

Influencing skills

Analytical skills

Relationship-building skills

Education

High School Diploma

Bachelor's Degree

Job description

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.