Wealth & Risk Advisor

Western & Southern Financial Group; Lancaster (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Lancaster, Ohio. This role involves educating middle-income clients on financial security and risk protection, recommending solutions, and effectively managing client relationships. Responsibilities include identifying markets, securing client appointments, and maintaining records. Applicants should possess a High School Diploma, with a Bachelor’s preferred, and must complete the required life and health licensing within 30 days of hire.

Qualifications

• Must possess strong interpersonal and relationship-building skills.
• Required to have a life and health license or proof of application.
• Proven experience in influencing a group effectively.

Responsibilities

• Identify market(s) and develop marketing plans for insurance and investments.
• Contact prospective clients and secure in-person appointments.
• Maintain accurate client and company records.

Skills

Interpersonal skills

Sales skills

Analytical skills

Client relationship management

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Lancaster, Ohio. This role involves educating middle-income clients on financial security and risk protection, recommending solutions, and effectively managing client relationships. Responsibilities include identifying markets, securing client appointments, and maintaining records. Applicants should possess a High School Diploma, with a Bachelor’s preferred, and must complete the required life and health licensing within 30 days of hire.