Wealth & Risk Advisor

Western & Southern Financial Group; Youngstown (OH); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Financial Group in Youngstown, Ohio is seeking a Financial Representative to meet the needs of middle-income clients. You will educate clients on financial solutions, analyze their needs, and sell appropriate products while ensuring compliance with regulatory standards.

The ideal candidate will possess a strong ethical framework, proven sales ability, and excellent interpersonal skills. This role requires a valid life and health license within 30 days of hire, along with a high school diploma, with a bachelor’s degree preferred.

Qualifications

• High School Diploma required; Bachelor's Degree preferred.
• Proven experience influencing groups effectively.
• Strong work ethic and ability to drive for results.

Responsibilities

• Identifies markets and develops marketing plans to sell solutions.
• Contacts clients to secure in-person appointments for sales.
• Maintains records accurately and in a timely manner.

Skills

Interpersonal skills

Sales ability

Analytical skills

Ethics and compliance

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group in Youngstown, Ohio is seeking a Financial Representative to meet the needs of middle-income clients. You will educate clients on financial solutions, analyze their needs, and sell appropriate products while ensuring compliance with regulatory standards.

The ideal candidate will possess a strong ethical framework, proven sales ability, and excellent interpersonal skills. This role requires a valid life and health license within 30 days of hire, along with a high school diploma, with a bachelor’s degree preferred.