Wealth & Risk Advisor

Western & Southern Financial Group; Portsmouth (OH); On-site; USD 50,000 - 65,000; Full time

Job summary

Western & Southern Financial Group in Portsmouth, Ohio is seeking a Financial Representative to provide risk protection, financial security, and wealth creation solutions to middle-income clients. The role involves educating clients on their financial needs and offering fitting solutions.

Dynamic responsibilities include developing marketing plans, traveling to prospect clients, and participating in community relationship building. Candidates should uphold high integrity, possess strong work ethics, and maintain a life and health license.

Qualifications

• Must have a life and health license within 30 days of hire.
• Proven experience in influencing a group effectively.
• Ability to analyze financial information to meet client objectives.

Responsibilities

• Identify and develop marketing plans for insurance and investment solutions.
• Travel to prospect for middle-market clients.
• Engage in activities for continuous professional development.

Skills

Communication

Interpersonal skills

Work ethic

Analytical skills

Leadership

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group in Portsmouth, Ohio is seeking a Financial Representative to provide risk protection, financial security, and wealth creation solutions to middle-income clients. The role involves educating clients on their financial needs and offering fitting solutions.

Dynamic responsibilities include developing marketing plans, traveling to prospect clients, and participating in community relationship building. Candidates should uphold high integrity, possess strong work ethics, and maintain a life and health license.