Wealth & Risk Advisor for Middle-Market Clients

Talentify; Buffalo Grove (IL); On-site; USD 45,000 - 85,000; 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 assess client needs, present suitable solutions, and build lasting relationships through in‑person meetings and ongoing service.

The role emphasizes ethical selling, market development, and community outreach, with travel to client prospects across the designated market area. Strong integrity and communication are essential.

Qualifications

• High School Diploma required.
• Bachelor's Degree preferred.
• Experience influencing groups and achieving goals preferred.
• Licensure in life/health or progress toward licensure required within hire period.

Responsibilities

• Identify markets and develop plans to sell insurance and investment solutions.
• Prospect and network within target middle-market clients.
• Schedule and conduct in-person client appointments for sales, service and retention.
• Present and explain Western & Southern Life products to meet client needs.
• Arrange and manage weekly sales, marketing, and service activities.
• Cultivate local brand presence and community relationships.
• Maintain client records and documentation accurately and timely.
• Comply with company policies, privacy, and regulatory requirements.

Skills

Interpersonal skills

Relationship building

Prospecting

Ethical selling

Education

High School Diploma

Bachelor's Degree

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 assess client needs, present suitable solutions, and build lasting relationships through in‑person meetings and ongoing service.

The role emphasizes ethical selling, market development, and community outreach, with travel to client prospects across the designated market area. Strong integrity and communication are essential.