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 3 days ago
Similar jobs that could be interesting for youBased on the Financial Representative in Maitland, FL vacancy
- ...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, FL3 days ago $120k - $200k
...Fellowship Financial Group - Financial Advisor Position: Full-Time Location: Maitland, Florida (On-site) COMPANY OVERVIEW Fellowship Financial Group empowers clients through education-driven financial planning. Our comprehensive seven-step process...SuggestedFull timeWork at officeBetter Talent
Maitland, FL2 days ago- ...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
Tony Lopez
Winter Park, FL3 days ago $70k - $200k
...Financial Advisors at Ataraxis Wealth Management (a Northwestern Mutual company) help their clients live more and worry less through our personalized approach to financial planning. As a business owner, you spend your days acquiring clientele and finding financial solutions...SuggestedWork experience placementAtaraxis Wealth Management
Winter Park, FL3 days ago- A financial advisory agency in Winter Park, FL, is seeking a Registered Representative to provide financial planning and advice to clients. The ideal candidate will hold relevant securities licenses and have a minimum of 2 years' experience in the financial advisory sector...Suggested
- Financial Consultant - Winter Park, FL page is loaded## Financial Consultant - Winter Park, FLlocations: 900 North Orlando Ave, Winter Park FLtime type: Full timeposted on: Posted Todayjob requisition id: 2128749## ## Job Description:**Financial Consultant**If you no longer...Work at office
- A financial services firm located in Winter Park, FL, is seeking Financial Advisors to help clients achieve financial goals through personalized planning. This role involves building and maintaining client relationships, educating clients about financial options, and managing...
- ...Job Description Job Description We are seeking a Track To Certified Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on investment...
New York Life Insurance
Maitland, FL7 days ago $1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Orlando, FL5 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, FL1 day 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
Winter Park, FL4 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...Full timePart time
SkyKey Financial
Winter Park, FL2 days ago - ...duties and support related to branch operational activities and financial services by processing all new account-related transactions.... ..., training, and support to less experienced new account representatives and other branch staff members. Discusses, prepares, and processes...
Central Bank Of Tampa
Winter Park, FLmore than 2 months 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...Full timeTemporary workPart timeWork experience placementWork at office
PNC Financial Services Group
Altamonte Springs, FL1 day ago - ...of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across...Work at officeLocal areaDay shift
Bank OZK
Winter Park, FL4 days ago - ...gain knowledge from the customer. Analyze needs and recommend appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e.,...
Valley National Bancorp
Winter Park, FL1 day ago - A prominent financial services agency in Winter Park is looking for a Registered Representative. This role offers a unique opportunity with a base salary and comprehensive training in financial planning. Candidates should have experience as a Financial Advisor and valid...Flexible hours
- Moors & Cabot Inc is seeking a Financial Advisor in Winter Park, FL. You will oversee investment strategies for clients, providing tailored financial planning solutions. This full-time role offers flexible arrangements: remote, hybrid, or in-office, depending on your proximity...Remote jobFull timeWork at officeFlexible hours
- ...Park, FL, to provide comprehensive wealth management advice and build client relationships. The role involves delivering tailored financial strategies for high-net-worth individuals. Candidates should have over 5 years of experience as Financial Advisors, a proven track...
- ...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...
$50 - $60 per hour
Data Annotation is looking for finance professionals for a flexible remote contract role. You will review and enhance AI Assistant models while working on your schedule. Candidates should have advanced degrees (MBA or PhD) and relevant experience in finance. Responsibilities...Remote jobHourly payContract workFlexible hours- A leading financial services company in Winter Park, Florida, seeks a Financial Advisor to join their Advisor Development Program. The role involves working with high-net-worth individuals to help them meet their financial goals through personalized advice and recommendations...
- An established insurance and financial services agency in Winter Park, FL is seeking a Financial Advisor to provide tailored financial planning services. The role involves evaluating clients' financial needs, creating strategies, and offering guidance on retirement and...
- ...Merrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES Market Orlando, Florida;Winter Park, Florida... ...within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Winter Park, FL3 days ago - ...Citizens Bank in Winter Park is seeking a Business Banker to develop and manage relationships with business owners to help meet their financial goals. This role involves achieving individual and team financial targets while engaging with customers through strategic outreach...
First Citizens
Winter Park, FL2 days ago - ...customer needs and closes. Teamwork – Appreciates team, respectful. Quality – Eliminates errors and improves service. Why Work Here Financially strong and growing company. Personal growth potential. Great company culture. Generous PTO schedule and bank holidays. Benefits...Temporary workWork at officeRemote workNight shift
Cypress Bank & Trust
Winter Park, FL3 days ago - ...Bank of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities...Temporary workShift workDay shift
- LeoForce is hiring a Senior Financial Planning & Analysis Analyst for their Winter Park, FL office. You will play a key role in driving the financial performance of the engineering firm, providing insights and recommendations for decision-making processes. The ideal candidate...Work at office
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Orlando, FL3 days ago - ...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: meet with qualified prospects, deliver recommendations, and close...Work at office
Boutique Recruiting
Orlando, FL1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
Related searches