Wealth & Risk Advisor

Talentify; Canton (OH); On-site; USD 45,000 - 75,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in Canton, OH to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs, present suitable solutions, and ethically guide clients through insurance and investment options while building trust in the local market.

The role requires a High School Diploma, preferred Bachelor's, and proven ability to influence groups, develop client strategies, and work in a team.

Qualifications

• High School Diploma required; Bachelor's degree preferred.
• Must have or be pursuing life and health license in the state of operation; license within 30 days.
• Proven ability to influence groups and achieve goals; strong teamwork and ethics.

Responsibilities

• Identifies markets and develops marketing plans to sell insurance and investment solutions.
• Travels within markets to prospect and network with middle‑market clients.
• Sets appointments for sales, service and conservation with clients.
• Sells insurance and investment solutions following consultative practices.
• Plans weekly sales, marketing and service activities and grows the local presence.
• Maintains client records and complies with all policies and standards.

Skills

Influence groups

Goal setting

Team collaboration

Integrity and compliance

Relationship-building

Client strategy development

Business development

Financial information analysis

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in Canton, OH to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs, present suitable solutions, and ethically guide clients through insurance and investment options while building trust in the local market.

The role requires a High School Diploma, preferred Bachelor's, and proven ability to influence groups, develop client strategies, and work in a team.