Insurance & Investment Advisor

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

Job summary

Western & Southern Financial Group is seeking a Financial Representative to educate middle-income clients on financial solutions. Responsibilities include developing marketing plans, securing client appointments, and maintaining records. The ideal candidate has a High School Diploma, with a Bachelor's preferred. Strong interpersonal skills and a proven work ethic are essential, along with compliance decisions in ethics and regulations. This position primarily requires effective client interaction and community relationship building.

Qualifications

• High School Diploma required; Bachelor's preferred.
• Proven experience in influencing groups and achieving goals.
• Strong integrity regarding compliance with ethics and regulations.

Responsibilities

• Develop marketing plans to sell insurance and investment solutions.
• Secure appointments with clients for sales and service.
• Maintain accurate client and company records.

Skills

Interpersonal and relationship-building skills

Ability to analyze financial information

Proven strong work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative to educate middle-income clients on financial solutions. Responsibilities include developing marketing plans, securing client appointments, and maintaining records. The ideal candidate has a High School Diploma, with a Bachelor's preferred. Strong interpersonal skills and a proven work ethic are essential, along with compliance decisions in ethics and regulations. This position primarily requires effective client interaction and community relationship building.