Wealth & Risk Advisor for Middle-Income Clients

Talentify; Hickory (NC); On-site; USD 50,000 - 90,000; Full time

Job summary

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

The role involves in-person meetings, community engagement, and ongoing client relationship management, with a focus on long-term financial planning and adherence to regulatory standards.

Qualifications

• High School Diploma is required.
• Bachelor's Degree preferred.
• Relevant experience preferred.
• Proven influence and goal-setting abilities.
• Strong work ethic and integrity.

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel within markets to prospect and network for middle-market clients.
• Schedule and conduct in-person appointments to sell financial solutions.
• Prepare for appointments using consultative practices.
• Sell insurance and investment solutions effectively.
• Plan and schedule weekly sales, marketing, and service activities.
• Develop and maintain local presence and community relationships.
• Maintain client records and ensure accurate data handling.

Skills

Communication

Sales

Ethical conduct

Client relations

Time management

Analytical thinking

Education

High School Diploma

Bachelor's Degree

Job description

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

The role involves in-person meetings, community engagement, and ongoing client relationship management, with a focus on long-term financial planning and adherence to regulatory standards.