Wealth & Risk Solutions Advisor

Talentify; Hermitage (Mercer County); On-site; USD 55,000 - 90,000; 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. You will analyze client needs and tailor appropriate financial solutions with an ethical, client-focused approach.

The role requires traveling to market areas, securing in-person appointments, and delivering consultative insurance and investment solutions while building the local presence of the Western & Southern Life brand.

Qualifications

• Must have excellent communication and interpersonal skills.
• Proven ability to influence others and build relationships.
• Strong networking and prospecting capabilities.
• Compliance minded with ethical selling practices.

Responsibilities

• Identify markets and develop plans to sell insurance and investment solutions.
• Travel within markets to prospect and network with potential clients.
• Schedule and conduct in-person appointments for sales, service and retention.
• Maintain accurate client records and fulfill regulatory requirements.

Skills

Sales ability

Networking

Interpersonal skills

Communication

Education

High School Diploma

Bachelor's Degree

Life & Health License or license exam

Relevant experience

Job description

Western & Southern Life is seeking a Financial Representative to educate middle-income clients on risk protection, financial security, and wealth creation. You will analyze client needs and tailor appropriate financial solutions with an ethical, client-focused approach.

The role requires traveling to market areas, securing in-person appointments, and delivering consultative insurance and investment solutions while building the local presence of the Western & Southern Life brand.