Wealth & Risk Advisor for Middle-Market Clients

Talentify; Westlake (TX); On-site; USD 40,000 - 70,000; Full time

Job summary

Western & Southern Life is seeking a Financial Representative in the Dallas–Fort Worth area to educate middle-income clients on risk protection and wealth creation. You will analyze client needs, present appropriate financial solutions, and ethically guide decisions to protect and grow assets.

The role requires prospecting, in-person meetings, and community engagement to expand market share while maintaining client relationships for ongoing service and growth.

Qualifications

• High School Diploma - Required
• Bachelor's Degree - Preferred
• Relevant experience - Preferred
• Proven ability to influence group decisions - Preferred
• Experience setting professional goals and achieving them - Preferred
• Team experience across levels - Preferred
• Must maintain high integrity with compliance to ethics and regulations - Required
• Strong work ethic and drive for results - Required
• Interpersonal and relationship-building skills - Preferred
• Ability to analyze financial information to meet objectives - Preferred
• Ability to lead and develop client contact strategies - Preferred
• Life and health license for the relevant state or licensure application – Required
• Must obtain life/health license within 30 days - Required

Responsibilities

• Identify markets and develop marketing plans to sell insurance and investment solutions.
• Travel within markets to prospect and network with middle-market clients.
• Schedule and conduct in-person appointments for sales, service, and retention.
• Prepare for appointments using company consultative practices.
• Sell insurance and investment solutions effectively.
• Plan weekly sales, marketing, and service activities.
• Promote Western & Southern Life brand locally.
• Develop community relationships to strengthen market presence.
• Maintain client contact to meet evolving financial needs.

Skills

Client relationship

Sales mindset

Networking

Communication

Integrity/compliance

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life is seeking a Financial Representative in the Dallas–Fort Worth area to educate middle-income clients on risk protection and wealth creation. You will analyze client needs, present appropriate financial solutions, and ethically guide decisions to protect and grow assets.

The role requires prospecting, in-person meetings, and community engagement to expand market share while maintaining client relationships for ongoing service and growth.