Financial Representative

Job description

The purpose of the Financial Representative position at Western & Southern Life is to meet the middle-income client needs for risk protection and financial security 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.

Job Responsibilities

• Identify market(s) and develop appropriate marketing plan(s).
• Prospect for middle-market clients by identifying 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 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 directed at the continuous professional development of the skills and knowledge to effectively perform the duties of the job.
• Maintain client and company records, payments, etc., in an accurate and timely manner.
• Operate an automobile during both day and night hours.

Job Requirements

• High level of integrity
• Strong work ethic and willingness 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, and create and sell tailored solutions
• Ability to influence others to take needed action
• Demonstrated drive and resilience to achieve goals
• Willing to obtain State Life and Health license
• High school diploma or equivalent
• Access to an automobile and ability to maintain a valid driver's license

Job Compensation

• 7- Week Paid Training Program
• W2 - Employee of the company
• Full benefits - Medical, dental, vision, 401K, & a defined pension plan
• Pay for office space, clerical support, & marketing materials
• Also offer bonuses, incentives, and trips for top performers

Job Type: Full-time

Experience:

• Insurance Sales, Investment Products, Sales, Customer Service, Cold Calling, Leadership: 1 year (Required)

Education:

• High school or equivalent (Required)

License:

• Drivers License (Required)