Wealth & Risk Solutions Advisor

Western & Southern Financial Group; Fort Wayne (IN); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group is looking for a Financial Representative in Fort Wayne, Indiana. In this role, you will educate middle-income clients on financial solutions and insurance. Responsibilities include developing marketing plans, maintaining client relationships, and achieving professional goals. Applicants must have a High School Diploma, and ideally a Bachelor's Degree, along with integrity and a strong work ethic. The position requires obtaining a life and health license within 30 days of hire.

Qualifications

• High School Diploma required; Bachelor's Degree preferred.
• Must have life and health license within 30 days.
• Demonstrated strong work ethic and results-driven.

Responsibilities

• Identify and develop marketing plans to sell insurance and investment solutions.
• Maintain personal contact with clients to meet their evolving financial needs.
• Engage in continuous professional development to effectively perform job duties.

Skills

Interpersonal skills

Sales and marketing acumen

Analytical skills

Team collaboration

Integrity and compliance

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is looking for a Financial Representative in Fort Wayne, Indiana. In this role, you will educate middle-income clients on financial solutions and insurance. Responsibilities include developing marketing plans, maintaining client relationships, and achieving professional goals. Applicants must have a High School Diploma, and ideally a Bachelor's Degree, along with integrity and a strong work ethic. The position requires obtaining a life and health license within 30 days of hire.