Wealth & Risk Advisor

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

Job summary

Western & Southern Financial Group in Troy, Michigan, is seeking a Financial Representative to meet the financial needs of middle-income clients. The role involves educating clients on risk protection, financial security, and wealth creation.

Responsibilities include identifying markets, securing appointments, and maintaining relationships with clients to ensure their financial needs are met. A strong work ethic and integrity are essential for success in this position.

Qualifications

• Must possess and maintain a life and health license within 30 days of hire.
• Upholds the highest level of integrity regarding compliance with Company policies.
• Demonstrated strong interpersonal skills, including identifying resolutions.

Responsibilities

• Identify markets and develop marketing plans for insurance and investment solutions.
• Engage with prospective clients and secure in-person appointments.
• Maintain personal contact with clients to address their evolving financial needs.

Skills

Interpersonal skills

Analytical skills

Strong work ethic

Relationship-building skills

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group in Troy, Michigan, is seeking a Financial Representative to meet the financial needs of middle-income clients. The role involves educating clients on risk protection, financial security, and wealth creation.

Responsibilities include identifying markets, securing appointments, and maintaining relationships with clients to ensure their financial needs are met. A strong work ethic and integrity are essential for success in this position.