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 solut...