Financial Wellness & Protection Advisor

Western & Southern Financial Group; Lima (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Lima, Ohio. This role focuses on meeting the needs of middle-income clients through education on financial solutions, including risk protection and wealth creation. Candidates should have a high school diploma, strong sales skills, and the ability to analyze financial information. Responsibilities include developing marketing plans and securing appointments with clients. A valid life and health license is required within 30 days.

Qualifications

• High School Diploma is required; Bachelor's Degree is preferred.
• Proven experience effectively influencing a group is preferred.
• Ability to analyze financial information to meet clients' financial objectives.

Responsibilities

• Identify markets and develop plans to sell financial solutions.
• Contact and secure appointments with prospective clients.
• Conduct appointments using consultative practices.

Skills

Interpersonal skills

Analytical skills

Sales skills

Time management

Strong work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Lima, Ohio. This role focuses on meeting the needs of middle-income clients through education on financial solutions, including risk protection and wealth creation. Candidates should have a high school diploma, strong sales skills, and the ability to analyze financial information. Responsibilities include developing marketing plans and securing appointments with clients. A valid life and health license is required within 30 days.