Wealth & Risk Solutions Advisor

Western & Southern Financial Group; Grand Rapids (MI); On-site; USD 45,000 - 65,000; Full time

Job summary

Western & Southern Financial Group is looking for a Financial Representative in Grand Rapids, Michigan. This role is designed to assist middle-income clients by providing education on risk protection and financial security. You will be responsible for assessing needs, selling ethical financial solutions, and maintaining long-lasting client relationships.

The ideal candidate will possess a high school diploma, ideally a bachelor's degree, and have a strong work ethic along with proven interpersonal skills. You must also maintain a life and health license within 30 days of hiring.

Qualifications

• Must possess a life and health license within 30 days.
• Proven experience effectively influencing groups and achieving professional goals.
• Demonstrated experience working within a team.

Responsibilities

• Identify markets and develop marketing plans for insurance and investment solutions.
• Secure in-person appointments with clients for sales and consultation.
• Maintain client relationships to ensure financial needs are met.

Skills

Interpersonal skills

Analytical skills

Relationship-building skills

Work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is looking for a Financial Representative in Grand Rapids, Michigan. This role is designed to assist middle-income clients by providing education on risk protection and financial security. You will be responsible for assessing needs, selling ethical financial solutions, and maintaining long-lasting client relationships.

The ideal candidate will possess a high school diploma, ideally a bachelor's degree, and have a strong work ethic along with proven interpersonal skills. You must also maintain a life and health license within 30 days of hiring.