Wealth & Insurance Advisor

Western & Southern Financial Group; Fort Wright (KY); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Fort Wright, Kentucky. This role involves educating middle-income clients about risk protection and financial solutions. You will develop marketing strategies and conduct appointments to provide personalized financial service.

The ideal candidate will have a high school diploma, preferably a bachelor's degree, and the ability to acquire a life and health insurance license quickly. Strong interpersonal and analytical skills are essential to success in this position.

Qualifications

• Must have a high school diploma; bachelor's preferred.
• Experience in financial advising or sales preferred.
• Must possess a life and health license within 30 days.

Responsibilities

• Identifies market needs and develops marketing plans.
• Travel to prospect and network for clients.
• Conduct in-person appointments for sales and service.
• Maintain accurate records and client information.

Skills

Proven strong work ethic

Strong interpersonal skills

Ability to analyze financial information

Life and health license

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Fort Wright, Kentucky. This role involves educating middle-income clients about risk protection and financial solutions. You will develop marketing strategies and conduct appointments to provide personalized financial service.

The ideal candidate will have a high school diploma, preferably a bachelor's degree, and the ability to acquire a life and health insurance license quickly. Strong interpersonal and analytical skills are essential to success in this position.