Wealth & Insurance Solutions Advisor

Western & Southern Financial Group; Hickory (NC); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative to meet the financial needs of clients in Hickory, NC. This role involves educating clients on risk protection and financial security while selling appropriate financial solutions.

The ideal candidate should possess strong interpersonal skills, a high work ethic, and the ability to analyze client needs effectively. Professionals with a Bachelor's degree are preferred, along with relevant experience.

Qualifications

• Proven experience effectively influencing a group to a recommended course of action.
• Demonstrated experience setting professional goals and successfully achieving those goals.
• Upholds the highest level of integrity regarding compliance with all Company ethics.

Responsibilities

• Identifies market(s) and develops marketing plan to sell solutions.
• Contacts and secures appointments with clients for sales.
• Prepares for and conducts appointments using consultative practices.

Skills

Interpersonal skills

Relationship-building

Analytical skills

Work ethic

Influencing skills

Client contact strategy

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative to meet the financial needs of clients in Hickory, NC. This role involves educating clients on risk protection and financial security while selling appropriate financial solutions.

The ideal candidate should possess strong interpersonal skills, a high work ethic, and the ability to analyze client needs effectively. Professionals with a Bachelor's degree are preferred, along with relevant experience.