Wealth & Risk Advisor

Talentify; Independence Township (OH); On-site; USD 50,000 - 75,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative to educate middle-income clients about risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions with ethical guidance.

Role involves traveling to meet prospects, scheduling in-person appointments, and advancing sales and service efforts while maintaining client relationships and records.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Proven integrity with compliance to ethics and regulations.
• Strong work ethic with drive for results.
• Interpersonal and relationship-building skills to identify and resolve obstacles.
• Ability to analyze client financial information to meet objectives.
• Must have or be pursuing life and health license within required timelines.

Responsibilities

• Identifies markets and develops a marketing plan to sell insurance and investment solutions.
• Travels to prospect and network with middle-market clients.
• Contacts and secures in-person appointments for sales, service and conservation.
• Prepares for and conducts appointments using established consultative practices.
• Sells insurance and investment solutions.
• Plans and schedules weekly sales, marketing and service activities.
• Markets to develop the Western & Southern Life brand locally.
• Develops community relationships to strengthen market presence.
• Maintains client contacts to meet evolving financial needs.
• Pursues ongoing professional development to improve performance.
• Maintains records, payments, and administrative tasks accurately.

Skills

Integrity

Work ethic

Interpersonal skills

Financial analysis

Client strategy

Licensing

Education

High School Diploma

Bachelor's Degree

Relevant experience

Job description

Western & Southern Life is seeking a Financial Representative to educate middle-income clients about risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions with ethical guidance.

Role involves traveling to meet prospects, scheduling in-person appointments, and advancing sales and service efforts while maintaining client relationships and records.