Wealth & Risk Solutions Advisor

Western & Southern Financial Group; Oakbrook Terrace (IL); On-site; USD 40,000 - 60,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Oakbrook Terrace, Illinois. This role involves helping middle-income clients by educating them on financial security and risk protection, assessing their needs, and providing tailored solutions.

The ideal candidate will develop marketing plans, secure client appointments, and maintain client relationships while adhering to the highest ethical standards. A High School Diploma is required, and a Bachelor's Degree is preferred.

Qualifications

• High School Diploma required; Bachelor's Degree preferred.
• Uphold compliance with company ethics and regulations.
• Proven ability to drive for results and work ethically.

Responsibilities

• Identify markets and develop marketing plans.
• Secure in-person appointments with clients.
• Prepare and conduct all appointments for sales.

Skills

Interpersonal and relationship-building skills

Ability to analyze financial information

Proven strong work ethic

Teamwork experience

Influencing a group

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Oakbrook Terrace, Illinois. This role involves helping middle-income clients by educating them on financial security and risk protection, assessing their needs, and providing tailored solutions.

The ideal candidate will develop marketing plans, secure client appointments, and maintain client relationships while adhering to the highest ethical standards. A High School Diploma is required, and a Bachelor's Degree is preferred.