Wealth & Risk Solutions Advisor

Western & Southern Financial Group; Independence (OH); On-site; USD 50,000 - 70,000; Full time

Job summary

Western & Southern Financial Group is looking for a Financial Representative in Independence, Ohio. The role focuses on meeting the needs of middle-income clients by providing education on risk protection, financial security, and wealth creation.

Successful candidates will be responsible for identifying markets, developing marketing plans, and maintaining personal relationships with clients. A strong work ethic and a commitment to ethics and compliance are essential for this position.

Qualifications

• Must possess and maintain a life and health license within 30 Days.
• Demonstrated experience in a team setting with various experience levels.
• Uphold compliance with Company ethics and industry regulations.

Responsibilities

• Identify markets and develop a marketing plan to sell solutions.
• Prepare and conduct appointments effectively using consultative practices.
• Maintain personal contact with clients to meet their evolving financial needs.

Skills

Interpersonal and relationship-building skills

Ability to analyze financial information

Strong work ethic

Professional goal setting

Influencing skills

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is looking for a Financial Representative in Independence, Ohio. The role focuses on meeting the needs of middle-income clients by providing education on risk protection, financial security, and wealth creation.

Successful candidates will be responsible for identifying markets, developing marketing plans, and maintaining personal relationships with clients. A strong work ethic and a commitment to ethics and compliance are essential for this position.