Wealth & Risk Solutions Advisor

Talentify; Troy (OH); On-site; USD 55,000 - 85,000; Full time

Job summary

Western & Southern Life seeks a Financial Representative to educate mid-market clients on risk protection, financial security and wealth creation. You will analyze needs, present suitable solutions and ethically close sales across insurance and investment products.

You will travel within the market to meet clients, build relationships, and manage records while maintaining regulatory compliance and ongoing professional development.

Qualifications

• High School Diploma required.
• Bachelor's degree preferred.
• Must have life and health licensing or be actively pursuing licensure.

Responsibilities

• Identify markets and develop plans to sell insurance and investment solutions.
• Prospect and network in target markets to secure qualified leads.
• Schedule and conduct in-person client appointments for sales and service.
• Sell insurance and investment solutions in an ethical, client-focused manner.
• Maintain client records and stay compliant with policies.

Skills

Sales skills

Networking

Relationship building

Financial analysis

Licensing knowledge

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Life seeks a Financial Representative to educate mid-market clients on risk protection, financial security and wealth creation. You will analyze needs, present suitable solutions and ethically close sales across insurance and investment products.

You will travel within the market to meet clients, build relationships, and manage records while maintaining regulatory compliance and ongoing professional development.