Insurance & Investment Solutions Advisor

Talentify; Mount Vernon (OH); On-site; USD 48,000 - 72,000; Full time

Job summary

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

You will travel within markets to prospect, network, and secure appointments for sales, conservation, and service, using consultative processes to responsibly sell insurance and investment solutions.

Qualifications

• Bachelor's degree preferred or higher.
• Strong integrity and compliance with ethics and regulations.
• Proven ability to influence groups and achieve goals.
• Experience working in a team with varying levels of experience.
• Ability to assess financial information and determine client strategies.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel to prospect and network for middle-market clients.
• Schedule and conduct in-person appointments for sales, service and conservation.
• Sell insurance and investment solutions effectively and ethically.
• Maintain client records accurately and timely.
• Comply with all company policies and standards.

Skills

Communication

Interpersonal skills

Integrity

Drive for results

Client relationship building

Analytical thinking

Education

Bachelor's degree

High School Diploma

Tools

None

Job description

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

You will travel within markets to prospect, network, and secure appointments for sales, conservation, and service, using consultative processes to responsibly sell insurance and investment solutions.