Mid-Market Financial Solutions Advisor

Western & Southern; Mishawaka (IN); On-site; USD 50,000 - 75,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Mishawaka, IN to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs, propose suitable insurance and investment solutions, and ethically guide clients through the sales process.

The role requires active prospecting, client meetings, and ongoing relationship development within local markets.

Qualifications

• Must have life and health license or must have passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire.
• Maintain the license within 30 days of hire.
• Upholds integrity with compliance to company ethics and regulations.

Responsibilities

• Identifies market(s) and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network with middle-market clients.
• Schedules and conducts in-person appointments for sales, service, and retention.
• Effectively sells insurance and investment solutions.
• Maintains client records accurately and complies with policies.

Skills

Interpersonal communication

Sales ability

Leadership

Client relationship management

Strong work ethic

Education

High School Diploma - Required

Bachelor's Degree - Preferred

Life and Health License - Required

Job description

Western & Southern Life is seeking a Financial Representative in Mishawaka, IN to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs, propose suitable insurance and investment solutions, and ethically guide clients through the sales process.

The role requires active prospecting, client meetings, and ongoing relationship development within local markets.