Wealth & Risk Advisor - Financial Solutions

Talentify; Roseville (MN); On-site; USD 60,000 - 90,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions with an ethical, client-focused approach.

You will identify markets, prospect clients, and schedule in-person meetings to deliver personalized insurance and investment options. A strong emphasis on integrity and ongoing professional development is required.

Qualifications

• High School Diploma required; Bachelor's degree preferred.
• Experience influencing groups and achieving goals required or preferred.
• Comply with ethics, privacy policies and industry regulations.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel within market(s) to prospect and network with middle-market clients.
• Schedule in-person appointments for sales, service, and conservation.
• Prepare for appointments using Western & Southern Life consultative processes.
• Sell insurance and investment solutions effectively and ethically.
• Plan and schedule weekly sales, marketing and service activities.
• Promote Western & Southern Life brand locally and professionally.
• Develop community relationships to strengthen market presence.
• Maintain client contacts to adapt to evolving financial needs.
• Engage in continuous professional development to perform duties.
• Maintain accurate client and company records and payments.

Skills

Communication skills

Sales abilities

Networking

Professional ethics

Education

High School Diploma - Required

Bachelor's Degree - Preferred

Job description

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze needs and recommend suitable financial solutions with an ethical, client-focused approach.

You will identify markets, prospect clients, and schedule in-person meetings to deliver personalized insurance and investment options. A strong emphasis on integrity and ongoing professional development is required.