Wealth & Risk Advisor

Western & Southern Financial Group; Illinois; On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Illinois. The role focuses on educating clients about financial protection and solutions, while analyzing their needs and selling appropriate products ethically.

The ideal candidate will have at least a High School Diploma, with a preference for a Bachelor's Degree, alongside strong interpersonal and relationship-building skills.

Key responsibilities include developing marketing strategies, securing client appointments, and maintaining accurate records.

Qualifications

• High School Diploma required; Bachelor's Degree preferred.
• Proven experience effectively influencing groups and achieving professional goals.
• Must maintain a life and health license within 30 days.

Responsibilities

• Identify market opportunities and develop marketing plans.
• Secure in-person appointments with clients for sales.
• Maintain accurate client and company records.

Skills

Interpersonal skills

Relationship building

Financial analysis

Work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Illinois. The role focuses on educating clients about financial protection and solutions, while analyzing their needs and selling appropriate products ethically.

The ideal candidate will have at least a High School Diploma, with a preference for a Bachelor's Degree, alongside strong interpersonal and relationship-building skills.

Key responsibilities include developing marketing strategies, securing client appointments, and maintaining accurate records.