Financial Representative-Western & Southern Life

Western and Southern 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 Required - Working knowledge of word processing and spreadsheet applications. - Working knowledge of internet and email. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) - 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. **Apply at the provided Link **Job Listings at Western & Southern Financial Group{rel="noopener noreferrer" target="_blank"}