Wealth & Risk Advisor

Western & Southern Financial Group; Vincennes (IN); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group in Vincennes, Indiana, is seeking a Financial Representative to educate middle-income clients about financial solutions and risk protection. Your role includes developing marketing strategies, maintaining client relationships, and providing ethical financial advice.

The ideal candidate has a High School Diploma (Bachelor's preferred) and exhibits strong sales and interpersonal skills. A life and health insurance license is required within 30 days from hiring.

Qualifications

• Must have a valid life and health license within 30 days of hire.
• Demonstrated experience influencing group decisions is preferred.
• Ability to analyze financial information for clients' financial objectives.

Responsibilities

• Identify markets and develop marketing plans for insurance solutions.
• Secure in-person appointments with clients for sales.
• Maintain accurate records of client interactions.

Skills

Interpersonal skills

Sales proficiency

Analytical ability

Compliance knowledge

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group in Vincennes, Indiana, is seeking a Financial Representative to educate middle-income clients about financial solutions and risk protection. Your role includes developing marketing strategies, maintaining client relationships, and providing ethical financial advice.

The ideal candidate has a High School Diploma (Bachelor's preferred) and exhibits strong sales and interpersonal skills. A life and health insurance license is required within 30 days from hiring.