Financial Representative
Western & Southern Life
Organization : Name ORLANDO FL Default: Location : City MAITLAND 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 21 hours ago
Similar jobs that could be interesting for youBased on the Financial Representative in Maitland, FL vacancy
- Job Description:At Bank of America, we’re guided by a common purpose to help make financial lives better by connecting clients and communities to the resources they need to be successful. Make a difference where it counts by joining our industry-leading wealth management...SuggestedFull timeImmediate startDay shift
- ...Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet... ...Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations...SuggestedFull timePart timeWork at office
Truist Inc
Winter Park, FL3 days ago - ...Position Summary In this pivotal role, the Financial Advisor will be responsible for overseeing the investment strategies for their... ...in wealth management through full service registered representatives, Moors & Cabot offers investors additional investment tools...SuggestedFull timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
Moors and Cabot, Inc.
Winter Park, FL21 hours ago - Provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives Acts as a catalyst for the promotion and growth of NFFG products and services Recommends appropriate mixture(s) of insurance/investment products...Suggested
- ...the diverse needs of customers, the agency is committed to providing personalized advice and services to help clients secure their financial future. Backed by the trusted State Farm brand, Tony Lopez's office ensures reliable and professional assistance. Join a team...SuggestedFull timeWork at officeRemote work
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Lake Mary, FL21 hours ago- ...DSI Management, LLC is seeking a Senior Accountant to join our Financial team in a role focused on general ledger posting, financial reporting, budgeting, and tax compliance. You will prepare monthly statements, dashboards, and reports, and support audits and regulatory...
DSI Management LLC
Winter Park, FL3 days ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Orlando, FL. Financial Advisors are based within a bank branch and work...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Altamonte Springs, FL21 hours ago - ...Financial Aid Student Advisor If you're looking for the chance to learn, grow, and make a contribution to the community, look at employment opportunities with Full Sail University. You'll find your choice of career opportunities, great benefits, an environment that...Work experience placementWork at officeFlexible hoursNight shiftWeekend work
Full Sail University
Winter Park, FL1 day ago - ...Senior Financial Associate An outstanding opportunity exists to join RVR Consulting Group, an Orlando-based firm specializing in helping small to mid-market businesses maximize their value and optimize their talent through research-based strategy. As a Senior Financial...Full time
RVR Consulting Group
Winter Park, FLmore than 2 months ago - ...long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon Pointe...
Beacon Pointe Advisors LLC
Winter Park, FLmore than 2 months ago - ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Longwood, FL4 days ago $46.12k - $55.16k
...Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals...Flexible hoursRegions Bank
Winter Park, FL1 day ago- ...: Present a confident and professional demeanor to establish trust, analyze customer needs, and recommend appropriate products.4. Financial Needs Analysis: Meet with customers to analyze financial needs, maximize sales opportunities, open new accounts, discuss and sell...
Valley National Bancorp
Winter Park, FL2 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Orlando, FL21 hours ago- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Longwood, FL3 days ago - SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship...Full timePart time
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year .... ...futures in the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping...Local area
- ...Posted 4 days ago Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships...
WizeHire
Orlando, FL21 hours ago - ...Voya Financial Advisors is seeking experienced financial professionals to join our Retirement Advisory Distribution (RAD) team. RAD Advisors help individuals and retirement plan participants achieve their financial goals through retirement planning, wealth management,...
Voya Financial
Orlando, FL3 days ago - ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
Prudential Advisors
Orlando, FL4 days ago - ...Join to apply for the Financial Advisor role at Boutique Recruiting A growing Orlando-based financial advisory firm is hiring a Financial Advisor to step into a pure closing role with zero cold outreach. This position is built for advisors who want to do what they do best...Work at office
Boutique Recruiting
Orlando, FL21 hours ago $61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client‑building and obtaining licenses. Our award‑...Work at officeUnavailable
Orlando, FL1 day ago$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Orlando, FL3 days ago- ...Financial Advisor A Financial Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible... ...; credit soundness thresholds; and critical action items as represented in KPI reports. Analyze creditworthiness of a potential...Work at office
Synovus
Orlando, FL21 hours ago $61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Orlando, FL1 day ago$120k
...Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of...New York Life Insurance Company
Orlando, FL3 days ago$120k - $150k
...effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and...New York Life
Orlando, FL3 days ago- ...Northwestern Mutual invites motivated college students to join our internship program as College Financial Representatives. You will build a client-focused financial planning practice with guidance from experienced mentors and exclusive resources within a Fortune 500 company...Full timeInternship
Northwestern Mutual
Orlando, FL4 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Orlando, FL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
Related searches