Wealth Advisor - Insurance & Investments

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

Job summary

Western & Southern Life is seeking a Financial Representative in the Greater Los Angeles area to educate clients on risk protection, financial security, and wealth creation. You will analyze client needs, present solutions, and ethically sell appropriate financial products.

The role requires field travel, marketing activities, and ongoing professional development in a client-focused environment. Prior licensing in life and health is required or in progress.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Proven experience influencing a group to a recommended course of action preferred.
• Demonstrated experience setting professional goals and achieving them; works in a team with varied experience.
• Upholds integrity with ethics, privacy policies and industry regulations; compliant.
• Strong work ethic; drive for results.
• Experience building relationships and identifying opportunities for business.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network for middle-market clients; initiates contact with potential clients.
• Schedules and conducts in-person appointments for sales, service and conservation.
• Uses consultative practices to prepare for and conduct meetings.
• Sells insurance and investment solutions effectively.
• Plans and schedules sales, marketing, and service activities weekly and beyond.
• Markets the Western & Southern Life brand at the local level.
• Develops community relationships to strengthen market presence.

Skills

Interpersonal skills

Goal setting

Team collaboration

Integrity/compliance

Business development

Education

High School Diploma

Bachelor's Degree

Relevant experience

Job description

Western & Southern Life is seeking a Financial Representative in the Greater Los Angeles area to educate clients on risk protection, financial security, and wealth creation. You will analyze client needs, present solutions, and ethically sell appropriate financial products.

The role requires field travel, marketing activities, and ongoing professional development in a client-focused environment. Prior licensing in life and health is required or in progress.