Wealth & Risk Solutions Advisor

Western & Southern Financial Group; Wayne (PA); On-site; USD 50,000 - 60,000; Full time

Job summary

Western & Southern Financial Group is seeking a Financial Representative in Wayne, PA. The role focuses on educating middle-income clients about financial security and wealth creation. Responsibilities include developing marketing plans, building community relationships, and conducting sales appointments. Candidates must possess a high school diploma with a preference for a bachelor's degree, alongside a life and health license within 30 days of hiring. Strong integrity, interpersonal, and analytical skills are essential for this position.

Qualifications

• High School Diploma required, Bachelor's Degree preferred.
• Proven ability to influence and achieve goals effectively.
• Must possess a life and health license for the state.

Responsibilities

• Identify markets and develop marketing plans.
• Contact clients for sales and services.
• Maintain personal client contact to adapt to their financial needs.

Skills

Interpersonal skills

Teamwork

Influencing skills

Goal setting

Relationship building

Analysis of financial information

Integrity

Work ethic

Education

High School Diploma

Bachelor's Degree

Job description

Western & Southern Financial Group is seeking a Financial Representative in Wayne, PA. The role focuses on educating middle-income clients about financial security and wealth creation. Responsibilities include developing marketing plans, building community relationships, and conducting sales appointments. Candidates must possess a high school diploma with a preference for a bachelor's degree, alongside a life and health license within 30 days of hiring. Strong integrity, interpersonal, and analytical skills are essential for this position.