Wealth & Risk Advisor for Middle‑Market Clients

Talentify; Wayne (PA); On-site; USD 45,000 - 75,000; 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, while assessing needs and recommending suitable solutions. You will travel to develop business, conduct in-person appointments, and maintain client records to support ongoing relationships.

Candidates should have a high school diploma (bachelor's preferred), be licensed or actively pursuing licensure, and demonstrate integrity, drive, and

Qualifications

• High School Diploma. - Required
• Bachelor's Degree. - Preferred
• Relevant experience. - Preferred
• Proven experience effectively influencing a group to a recommended course of action. - Preferred
• Demonstrated experience setting professional goals, and successfully implementing and achieving those goals. - Preferred
• Demonstrated experience working within a team composed of associates who are at various levels of experience. - Preferred
• Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations. - Required
• Proven strong work ethic and demonstrated ability to drive for results. - Required
• Demonstrated strong interpersonal and relationship-building skills, including demonstrated experience identifying and quantifying obstacles and providing effective resolutions. - Preferred
• Ability to analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. - Preferred
• Ability to lead, coordinate and develop an effective client contact strategy and identify new opportunities for business. - Preferred
• Must be able to provide proof that you either (a) have your life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire - Required
• Must possess and maintain a life and health license within 30 Days - Required

Responsibilities

• Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
• Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
• Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
• Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
• Effectively sells insurance and investment solutions.
• Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
• Markets for the purposes of developing the Western & Southern Life brand at the local level.
• Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
• Maintains personal contact with clients to ensure their evolving financial needs are being met.
• Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
• Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
• Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.
• Performs other duties as assigned.
• Complies with all policies and standards.

Education

High School Diploma

Bachelor's Degree

Relevant experience

Proven strong work ethic and demonstrated ability to drive for results

Demonstrated strong interpersonal and relationship-building skills

Must possess and maintain a life and health license within 30 Days

Tools

Life & Health license

Job description

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation, while assessing needs and recommending suitable solutions. You will travel to develop business, conduct in-person appointments, and maintain client records to support ongoing relationships.

Candidates should have a high school diploma (bachelor's preferred), be licensed or actively pursuing licensure, and demonstrate integrity, drive, and