Wealth & Risk Advisor

Western & Southern Financial Group; San Diego (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in San Diego to educate clients on risk protection and financial security. The role involves developing marketing plans, conducting appointments, and selling tailored financial solutions.

A qualified candidate will have a high school diploma ( bachelor’s preferred) and a strong work ethic with the ability to build relationships with clients. This position requires a reliable transportation and must possess or obtain a life and health license.

Qualifications

• High School Diploma is required; Bachelor's Degree preferred.
• Experience in sales and financial services is advantageous.
• Strong work ethic and integrity are essential.

Responsibilities

• Identify markets and develop marketing plans to sell insurance.
• Secure appointments with prospective clients for sales.
• Ensure client's evolving financial needs are met.

Skills

Interpersonal skills

Analytical skills

Sales ability

Teamwork

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in San Diego to educate clients on risk protection and financial security. The role involves developing marketing plans, conducting appointments, and selling tailored financial solutions.

A qualified candidate will have a high school diploma ( bachelor’s preferred) and a strong work ethic with the ability to build relationships with clients. This position requires a reliable transportation and must possess or obtain a life and health license.