Mid-Market Financial Advisor

Talentify; Gilbert (AZ); On-site; USD 50,000 - 75,000; Full time

Job summary

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

You will travel within markets to identify prospects, secure appointments, and conduct sales and service activities. Strong integrity, communication, and relationship-building skills are essential.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• License: life and health license or passed exam with licensure application on hire.
• Life and health license must be obtained within 30 days of start.
• Must uphold integrity and comply with company ethics and privacy policies.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel throughout markets to prospect and network for middle-market clients.
• Schedule and conduct in-person appointments for sales, conservation, and service.
• Proactively develop community relationships to cultivate presence in target markets.
• Maintain client records and ensure evolving financial needs are met.
• Comply with policies and standards.

Skills

Interpersonal skills

Analytical ability

Leadership

Team collaboration

Communication skills

Integrity

Sales mindset

Education

High School Diploma

Bachelor's Degree - Preferred

Job description

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

You will travel within markets to identify prospects, secure appointments, and conduct sales and service activities. Strong integrity, communication, and relationship-building skills are essential.