Greenville Financial Solutions Advisor

Western & Southern; Greenville (SC); Vor Ort; USD 40.000 - 70.000; Vollzeit

Zusammenfassung

Western & Southern Life is seeking a Financial Representative in Greenville, SC to educate middle-income clients on risk protection, financial security and wealth creation. You will analyze client needs and recommend suitable financial solutions while maintaining ethical practices and client focus.

You will travel to prospect, meet clients, and schedule appointments for sales, service and retention, applying consultative selling methods and maintaining accurate records.

Qualifikationen

• Must hold or be in process of obtaining life and health license for the state of hire.
• Strong integrity and compliance with ethics and industry regulations.
• Proven ability to drive results and meet professional goals.
• Experience influencing a group toward a recommended action.
• Experience collaborating within multi-level teams.

Aufgaben

• Identify target markets and develop marketing plans to sell insurance and investment solutions.
• Travel within markets to network and prospect middle-market clients.
• Secure in-person appointments for sales, service, and client retention.
• Prepare for appointments using consultative practices and processes.
• Sell insurance and investment solutions effectively.

Kenntnisse

Interpersonal skills

Financial analysis

Group influence

Goal setting & execution

Team collaboration

Ausbildung

High School Diploma

Bachelor's Degree

Jobbeschreibung

Western & Southern Life is seeking a Financial Representative in Greenville, SC to educate middle-income clients on risk protection, financial security and wealth creation. You will analyze client needs and recommend suitable financial solutions while maintaining ethical practices and client focus.

You will travel to prospect, meet clients, and schedule appointments for sales, service and retention, applying consultative selling methods and maintaining accurate records.