Wealth & Risk Solutions Advisor

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

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Indianapolis, Indiana, to educate middle-income clients on financial security and wealth creation. Responsibilities include identifying markets, selling financial solutions, and maintaining strong client relationships.

The ideal candidate will possess strong interpersonal skills, a high school diploma, and a proven work ethic, with a preference for a bachelor's degree. This role demands integrity and the ability to analyze financial information.

Qualifications

• High school diploma is required.
• Bachelor's degree preferred.
• Proven work ethic with the ability to drive results.
• Experience in influencing groups and setting goals.

Responsibilities

• Identify markets and develop marketing plans for financial solutions.
• Secure appointments with clients for consultations.
• Prepare and conduct client appointments effectively.
• Maintain accurate client and company records.

Skills

Interpersonal skills

Relationship-building

Analytical skills

Integrity

Work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Indianapolis, Indiana, to educate middle-income clients on financial security and wealth creation. Responsibilities include identifying markets, selling financial solutions, and maintaining strong client relationships.

The ideal candidate will possess strong interpersonal skills, a high school diploma, and a proven work ethic, with a preference for a bachelor's degree. This role demands integrity and the ability to analyze financial information.