Financial Representative
Western & Southern Life
Organization : Name SACRAMENTO CA Default: Location : City SACRAMENTO Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. A Financial Representative must educate their clients, assess their clients' needs, and sell financial solutions in an ethical and client-focused manner, always selling the right way and for the right reasons. Responsibilities
- Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
- Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
- Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
- Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.
- Effectively sells insurance and investment solutions.
- Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.
- Markets for the purposes of developing the Western & Southern Life brand at the local level.
- Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).
- Maintains personal contact with clients to ensure their evolving financial needs are being met.
- Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
- Accurately maintains client and company records, payments, etc., in an accurate and timely manner.
- Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.
- Performs other duties as assigned.
- Complies with all policies and standards.
- High School Diploma. - Required
- Bachelor's Degree. - Preferred
- Relevant experience. - Preferred
- Proven experience effectively influencing a group to a recommended course of action. - Preferred
- Demonstrated experience setting professional goals, and successfully implementing and achieving those goals. - Preferred
- Demonstrated experience working within a team composed of associates who are at various levels of experience. - Preferred
- Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations. - Required
- Proven strong work ethic and demonstrated ability to drive for results. - Required
- Demonstrated strong interpersonal and relationship-building skills, including demonstrated experience identifying and quantifying obstacles and providing effective resolutions. - Preferred
- Ability to analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. - Preferred
- Ability to lead, coordinate and develop an effective client contact strategy and identify new opportunities for business. - Preferred
- Must be able to provide proof that you either (a) have your life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire - Required
- Must possess and maintain a life and health license within 30 Days - Required
- This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Extended hours required during peak workloads or special projects/events.
- Routine and/or extended after hours work needed
- None
Vacancy posted 3 days ago
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