Middle-Market Wealth & Risk Advisor

Western & Southern Life; Greensboro (NC); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Life is hiring a Financial Representative to assist middle-income clients with financial security and wealth creation. This role involves building community relationships, assessing client needs, and selling insurance and investment solutions. Candidates must have a High School Diploma, integrity, and a willingness to maintain a life and health license. Successful candidates will demonstrate strong interpersonal skills and a sales-oriented mindset. This position provides opportunities for professional development and community engagement.

Qualifications

• High School Diploma is required; Bachelor's Degree is preferred.
• Must possess and maintain a life and health license within 30 days.
• Proven experience influencing and working within a team.

Responsibilities

• Identify markets and develop marketing plans for financial solutions.
• Secure appointments and sell financial solutions ethically.
• Maintain relationships with clients and adhere to company standards.

Skills

Interpersonal skills

Analytical skills

Sales skills

Integrity

Teamwork

Goal setting

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is hiring a Financial Representative to assist middle-income clients with financial security and wealth creation. This role involves building community relationships, assessing client needs, and selling insurance and investment solutions. Candidates must have a High School Diploma, integrity, and a willingness to maintain a life and health license. Successful candidates will demonstrate strong interpersonal skills and a sales-oriented mindset. This position provides opportunities for professional development and community engagement.