Wealth & Risk Advisor

Western & Southern Financial Group; Troy (OH); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Financial Group is looking for a Financial Representative in Troy, Ohio. This role involves educating middle-income clients on financial solutions, analyzing their needs, and ethically selling investment and insurance products. Candidates must have a high school diploma, preferred bachelor's degree, and relevant experience in influencing and building client relationships. A life and health license is required within 30 days. This position offers the opportunity to work closely with clients while maintaining a high standard of integrity in the financial services industry.

Qualifications

• High School Diploma is required; Bachelor's degree preferred.
• Proven strong work ethic and ability drive for results required.
• Uphold integrity regarding compliance with company policies.

Responsibilities

• Identify markets and develop marketing plans for selling solutions.
• Contact prospective clients to secure sales appointments.
• Maintain records and ensure financial needs of clients are met.

Skills

Interpersonal skills

Analytical skills

Client relationship management

Communication skills

Sales acumen

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is looking for a Financial Representative in Troy, Ohio. This role involves educating middle-income clients on financial solutions, analyzing their needs, and ethically selling investment and insurance products. Candidates must have a high school diploma, preferred bachelor's degree, and relevant experience in influencing and building client relationships. A life and health license is required within 30 days. This position offers the opportunity to work closely with clients while maintaining a high standard of integrity in the financial services industry.