Financial Representative

Western & Southern Life

Findlay, OH

JOB DETAILS
SKILLS
Community Relations, Develop and Maintain Customers, Financial Services, High School Diploma, Insurance, Insurance Sales, Marketing Plan, Needs Assessment, Problem Solving Skills, Record Keeping, Regulations, Risk, Travel Planning, Willing to Travel
LOCATION
Findlay, OH
POSTED
2 days ago

The Financial Representative role focuses on serving middle-income clients by educating them on risk protection, financial security, and wealth creation, while analyzing needs and recommending suitable solutions.

  • Develops marketing plans and travels within markets to prospect and network for clients.
  • Schedules and conducts in-person appointments, effectively selling insurance and investment products.
  • Builds community relationships to enhance local brand presence and maintains ongoing client contact to meet evolving financial needs.
  • Engages in professional development, maintains accurate records, and complies with policies and regulations.
  • Requires a high school diploma (bachelor’s preferred), relevant experience, a valid license within 30 days, and reliable transportation.
  • Involves working in various office settings, with extended hours and frequent movement; no travel required.

About the Company

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Western & Southern Life

At Western & Southern Life, we adhere to a basic principle: exceptional service to our policyholders. High-quality, personalized service has always been, and continues to be, our company's primary objective. Through our affiliate companies and a growing staff of financial representatives, we can help you with life insuranceretirement solutions and evaluation of your financial needs and goals.

With 123 offices operating in 23 states and Washington D.C., as well as a Cincinnati-based contact center, you have access to financial representatives who will review your needs and work with you to find financial solutions that fit your budget. This personal touch has made us what we are today — a financial institution recognized throughout the industry for its outstanding strength and stability.

Western & Southern Life is a member of Western & Southern Financial Group — a Fortune 500 company headquartered in Cincinnati, Ohio — along with our strategic partners, Western-Southern Life Assurance Company and W&S Brokerage Services, Inc.

COMPANY SIZE
2,500 to 4,999 employees
INDUSTRY
Financial Services
FOUNDED
1888
WEBSITE
https://www.westernsouthern.com/wslife/careers