Wealth & Risk Solutions Advisor

Western & Southern Financial Group; Charleston (SC); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group is looking for a Financial Representative in Charleston, SC. This role involves educating middle-income clients on financial solutions, developing marketing plans, and networking within the community. Candidates need a High School Diploma, with a preference for a Bachelor's Degree, and must possess strong interpersonal skills and the ability to drive sales through ethical practices. The position includes ongoing professional development opportunities and requires maintaining a life and health license.

Qualifications

• High School Diploma required, Bachelor's Degree preferred.
• Must uphold integrity regarding compliance with all Company ethics.
• Experience in sales and client relationship management is essential.

Responsibilities

• Identify and develop marketing plans for insurance and investment solutions.
• Travel to meet with clients and network in communities.
• Conduct appointments using consultative practices.

Skills

Interpersonal skills

Sales skills

Analytical skills

Ability to influence

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is looking for a Financial Representative in Charleston, SC. This role involves educating middle-income clients on financial solutions, developing marketing plans, and networking within the community. Candidates need a High School Diploma, with a preference for a Bachelor's Degree, and must possess strong interpersonal skills and the ability to drive sales through ethical practices. The position includes ongoing professional development opportunities and requires maintaining a life and health license.