Organization: Name Location: City Default: Location
Overview --------
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities ----------------
• Identify market(s) and develop appropriate marketing plan. • Prospect and network for middle-market clients by identification of qualified names and making initial contacts. • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation, and service. • Adequately prepare for all appointments through established processes. • Conduct all appointments using Western & Southern Life consultative practices and processes. • Effectively sell insurance and investment solutions. • Effectively plan for and schedule all sales, marketing, and service activities for the week and foreseeable future. • Market for the purposes of developing the Western & Southern Life brand at the local level. • Proactively develop community relationships to cultivate and strengthen presence in target market(s). • Maintain personal contact with clients to ensure their evolving financial needs are being met. • Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job. • Accurately maintain client and company records, payments, etc., in a timely manner. • Operate an automobile during both day and night hours.
Qualifications --------------
High level of integrity. Strong work ethic and willing to work hours that include weekday evenings and weekend hours. Strong interpersonal, relationship, and influence skills. Effective communication skills including listening, speaking, and writing. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. The ability to influence others to take needed action. Demonstrate personal drive and resilience to achieve goals. Willing and able to network for new clients.
Educational Requirements ------------------------
Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software ---------------------------------------------------
Working knowledge of word processing and spreadsheet applications. Working knowledge of internet and email.
Certifications & Licenses -------------------------
Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6, and Series 63 within one year of employment.
Position Demands -----------------
Access to an automobile and ability to maintain a valid driver's license.
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 insurance, retirement 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.