Financial Representative

Company: Western & Southern Life
Location: Shelby
Posted on: May 26, 2023

Job Description:

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 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 drivers license.

Keywords: Western & Southern Life, Gastonia , Financial Representative, Accounting, Auditing , Shelby, North Carolina