Life Insurance Service & Sales Advisor

Western & Southern Financial Group; Cincinnati (OH); On-site; USD 35,000 - 45,000; Full time

Job summary

Western & Southern Financial Group in Cincinnati, Ohio is seeking a full-time Customer Service & Sales Associate. This role involves handling inbound and outbound calls, providing tailored advice on life insurance and annuities, and assisting clients with their inquiries. Candidates should possess a high school diploma or GED, alongside strong verbal communication and detail-oriented skills. The position includes opportunities for professional growth, compliance with company policies, and requires obtaining a Life and Health Insurance License within 45 days.

Qualifications

• Must obtain Life and Health Insurance License within 45 days.
• Demonstrated flexibility to adjust to business needs.
• Ability to work scheduled shifts consistently.

Responsibilities

• Provide life insurance and annuity recommendations.
• Handle inbound and outbound customer calls.
• Process service transactions as per documented procedures.

Skills

Verbal communication skills

Keyboarding skills

Attention to detail

Ability to follow documented procedures

Proficient in Microsoft Office

Education

High School Diploma or GED

Bachelor's Degree

Tools

Outlook

Word

Excel

Access database

Job description

Western & Southern Financial Group in Cincinnati, Ohio is seeking a full-time Customer Service & Sales Associate. This role involves handling inbound and outbound calls, providing tailored advice on life insurance and annuities, and assisting clients with their inquiries. Candidates should possess a high school diploma or GED, alongside strong verbal communication and detail-oriented skills. The position includes opportunities for professional growth, compliance with company policies, and requires obtaining a Life and Health Insurance License within 45 days.