Wealth & Risk Advisor

Western & Southern Financial Group; Eden Prairie (MN); On-site; USD 50,000 - 80,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Eden Prairie, Minnesota. The role focuses on educating middle-income clients about risk protection and financial security. Responsibilities include developing marketing strategies, networking for clients, and selling insurance and investment solutions. A high school diploma is required, with a bachelor's preferred. Candidates must have a life and health license and demonstrate strong work ethic and interpersonal skills.

Qualifications

• Must have a life and health license for the state of employment.
• High school diploma required; bachelor's preferred.
• Proven strong work ethic and ability to drive results.

Responsibilities

• Identify markets and develop marketing plans to sell financial solutions.
• Prepare for and conduct client appointments using consultative practices.
• Sell insurance and investment solutions effectively.

Skills

Interpersonal skills

Analytical skills

Sales ability

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Eden Prairie, Minnesota. The role focuses on educating middle-income clients about risk protection and financial security. Responsibilities include developing marketing strategies, networking for clients, and selling insurance and investment solutions. A high school diploma is required, with a bachelor's preferred. Candidates must have a life and health license and demonstrate strong work ethic and interpersonal skills.