Wealth & Insurance Solutions Advisor

Talentify; Portsmouth (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Life in Portsmouth, OH seeks a Financial Representative to educate middle‑income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable solutions.

You will prospect, meet clients in person, conduct thorough needs analyses, and ethically present insurance and investment options while building lasting relationships and delivering excellent service.

Qualifications

• High School Diploma is required.
• Bachelor's Degree preferred.
• Experience influencing a group to a recommended course of action is favorable.
• Strong ethics and compliance with policies and regulations are required.
• Proven ability to drive results and work well in a team.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels to prospect and network for middle-market clients.
• Sells insurance and investment solutions with consultative approach.
• Maintains client records and prepares for appointments with robust preparation.
• Builds local brand presence and develops community relationships.

Skills

Client relationships

Communication skills

Sales ability

Ethical standards

License-ready

Education

High School Diploma

Bachelor's Degree

Life & Health License

Job description

Western & Southern Life in Portsmouth, OH seeks a Financial Representative to educate middle‑income clients on risk protection, financial security, and wealth creation, assess needs, and recommend suitable solutions.

You will prospect, meet clients in person, conduct thorough needs analyses, and ethically present insurance and investment options while building lasting relationships and delivering excellent service.