Lexington Financial Solutions Advisor

Talentify; Lexington (KY); On-site; USD 42,000 - 68,000; Full time

Job summary

Western & Southern Life in Lexington, KY seeks 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 with a client-first approach.

The role involves meeting prospective clients, conducting presentations, and building lasting relationships while adhering to regulatory standards and company ethics.

Qualifications

• High School Diploma required; Bachelor's degree preferred.
• Experience in sales and advisory roles is preferred.
• Ability to influence others and set professional goals.

Responsibilities

• Identify markets and develop plans to sell insurance and investment solutions.
• Prospect and network with middle-market clients in assigned markets.
• Schedule and conduct in-person appointments for sales, service and planning.
• Comply with ethics, privacy policies and industry regulations.
• Maintain client records and stay informed on product offerings.

Skills

Strong communication

Sales skills

Customer service

Interpersonal skills

Education

High School Diploma

Bachelor's Degree

Relevant experience

Job description

Western & Southern Life in Lexington, KY seeks 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 with a client-first approach.

The role involves meeting prospective clients, conducting presentations, and building lasting relationships while adhering to regulatory standards and company ethics.