Wealth & Insurance Solutions Advisor

Western & Southern Financial Group; Baton Rouge (LA); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group is hiring a Financial Representative in Baton Rouge, Louisiana. The ideal candidate will meet middle-income clients' financial needs by providing education on risk protection and financial security. Responsibilities include developing marketing plans, managing client interactions, and maintaining compliance with company ethics. This role requires a High School Diploma, relevant experience, and the ability to obtain a life and health license within 30 days of hire.

Qualifications

• High School Diploma is required; Bachelor's Degree preferred.
• Must have relevant experience and uphold company ethics.
• Proven work ethic and ability to drive results are essential.

Responsibilities

• Develop appropriate marketing plans to sell financial solutions.
• Prospect and network for middle-market clients.
• Conduct in-person appointments for sales and service.

Skills

Influencing a group

Setting professional goals

Interpersonal and relationship-building

Analyzing financial information

Client contact strategy development

Strong work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is hiring a Financial Representative in Baton Rouge, Louisiana. The ideal candidate will meet middle-income clients' financial needs by providing education on risk protection and financial security. Responsibilities include developing marketing plans, managing client interactions, and maintaining compliance with company ethics. This role requires a High School Diploma, relevant experience, and the ability to obtain a life and health license within 30 days of hire.