Insurance & Investment Advisor for Middle‑Income Clients

Talentify; Lima (OH); On-site; USD 42,000 - 65,000; Full time

Job summary

Western & Southern Life in Lima, OH seeks a Financial Representative to educate middle‑income clients on risk protection, financial security, and wealth creation. You will analyze needs, recommend solutions, and ethically conduct sales with a strong emphasis on relationships.

The role requires traveling within markets, building community ties, and maintaining accurate records while pursuing ongoing professional development and compliance.

Qualifications

• High School Diploma is required.
• Bachelor's Degree is preferred.
• Relevant experience is preferred.
• Must have life and health license for the state or have applied for licensure upon hire.
• Must possess and maintain a life and health license within 30 days.

Responsibilities

• Identifies market(s) and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network for middle-market clients.
• Contacts and secures in-person appointments for sales, conservation, and service.
• Effectively sells insurance and investment solutions.
• Plans for and schedules all sales, marketing, and service activities for the week.
• Markets the Western & Southern Life brand locally.
• Develops community relationships to cultivate presence in target markets.
• Maintains client contact to meet evolving financial needs.
• Engages in professional development to enhance job performance.
• Accurately maintains client and company records and payments.

Skills

Influencing group

Goal setting

Team collaboration

Integrity/compliance

Work ethic

Interpersonal skills

Financial analysis

Client relationship building

Education

High School Diploma

Bachelor's Degree

Life and Health license (state)

Job description

Western & Southern Life in Lima, OH seeks a Financial Representative to educate middle‑income clients on risk protection, financial security, and wealth creation. You will analyze needs, recommend solutions, and ethically conduct sales with a strong emphasis on relationships.

The role requires traveling within markets, building community ties, and maintaining accurate records while pursuing ongoing professional development and compliance.