Wealth & Insurance Advisor

Western & Southern

Name is seeking a Financial Representative to educate middle-income clients on risk protection and wealth creation, assess needs, and sell suitable solutions. You will use ethical consultative practices and build client relationships in the Newark/Heath market. Responsibilities include prospecting, meeting clients in person, scheduling activities, and maintaining accurate records while complying with regulatory standards. #J-18808-Ljbffr Western & Southern

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Wealth & Insurance Advisor in Heath, OH vacancy

Financial Representative
...by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding... ...market(s) and develops appropriate marketing plan to sell insurance and investment solutions. Travels throughout market(s) to...
Suggested
Work at office
Local area
Western & Southern Life
Heath, OH
4 days ago
Commercial Loan Officer
Commercial Loan OfficerAre you an experienced commercial lender who thrives on building strong business relationships and structuring creative credit solutions? A well-capitalized, community-focused bank in Ohio is seeking a Commercial Loan Officer to lead local business...
Suggested
Local area
gpac
Newark, OH
2 days ago
Teller Retail Banker
...an affordable cost! Short and Long-Term Disability & Life, AD&D Insurance 100% paid for by Woodforest plus other benefits available that... ...connect you to comprehensive services including expert banking, wealth planning, ESOP, health & wellness programs, impactful community...
Suggested
Full time
Temporary work
Local area
Wood Forest
Heath, OH
3 days ago
Senior Risk Manager (On-Site Position)
...Corporation (the "Company"), you will lead the Company's Risk and Insurance function and serve as a senior member of the Risk and... ...coordination with actuaries, captive managers, brokers, tax and legal advisors, and internal stakeholders, and present findings and...
Suggested
Contract work
For subcontractor
Work at office
Local area
New River Electrical Corporation
Granville, OH
13 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth & Insurance Advisor. Be the first to apply!