Financial Representative

Western & Southern Life

Indianapolis, IN

Organization : Name

INDIANAPOLIS IN

Default: Location : City

INDIANAPOLIS

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.

Qualifications

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

Work Setting/Position Demands:

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

Travel Requirements:

None

Apply

Vacancy posted 4 days ago

Similar jobs that could be interesting for youBased on the Financial Representative in Indianapolis, IN vacancy

Financial Representative
...Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Financial Representative Our teams connect! We collaborate onsite and have a hybrid work arrangement. All candidates must live near...
Suggested
Full time
Work at office
Local area
Sedgwick
Indianapolis, IN
1 day ago
Financial Representative
$36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...
Suggested
Traineeship
Local area
Home office
Mutual of Omaha Insurance Company
Indianapolis, IN
2 days ago
Financial Representative
...Location: Indianapolis, IN WestPoint Financial Group (WPFG) is hiring a Financial Advisor to help clients protect what matters, build long-term wealth, and achieve meaningful financial goals. This role is ideal for a motivated, relationship-driven professional who...
Suggested
WestPoint Financial Group
Indianapolis, IN
5 days ago
Financial Representative Seeking Growth
$97k - $192k
...for advancement Training & development Vision insurance The Hill Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate...
Suggested
Work at office
Local area
Work from home
Flexible hours
Hill Region - Modern Woodmen of America
Indianapolis, IN
5 days ago
Financial Representative - Seeking Growth
$97k - $192k
...advancement Training & development Vision insurance Role Overview The Hill Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead the continued growth of the region. This opportunity is ideal for someone who currently holds the appropriate...
Suggested
Work at office
Local area
Work from home
Flexible hours
Hill Region - Modern Woodmen of America
Indianapolis, IN
4 days ago
Financial Representative (Training Provided)
$100k
...Financial Representative (Training Provided) Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially. FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Are you looking for more fulfillment...
Full time
Work experience placement
Work at office
Remote work
Monday to Friday
Flexible hours
Longwood University
Carmel, IN
4 days ago
College Financial Representative, Internship Program
$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 time
Internship
Local area
Flexible hours
Northwestern Mutual
Indianapolis, IN
4 days ago
College Financial Representative, Internship Program
$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 time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Indianapolis, IN
4 days ago
US Experienced Financial Advisor
$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 office
Work from home
Home office
Flexible hours
Edward Jones
Carmel, IN
5 days ago
Financial Advisor
$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 time
Contract work
For contractors
Work at office
Northwestern Mutual
Indianapolis, IN
1 day ago
Financial Counselor
...FLSA Status Non-Exempt Job Role Summary The Financial Counselor assists customers with information necessary for securing... ...or in-person) with State, County, or other payer program representatives for those patients with signed authorization that are determined...
Full time
Work at office
Local area
Shift work
Health & Hospital Corporation of Marion County
Indianapolis, IN
3 days ago
Financial Advisor
...Financial Advisor Valeo Financial Advisors is one of the largest RIA firms in the Midwest, with over $10B in assets under management, and is rapidly growing and expanding. We provide comprehensive, independent financial advice to our clients with one simple transparent...
Temporary work
Work at office
Valeo Financial Advisors LLC
Carmel, IN
2 days ago
Financial Advisor
...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 pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Indianapolis, IN
4 days ago
Financial Counselor
...Financial Analyst Possesses a high-ability to analyze complex financial data to drive operation improvement and/or subject matter expert knowledge in one or more key financial subject areas. Advises business units of financial performance and impact of decisions. This...
Temporary work
Work at office
Aya Healthcare
Indianapolis, IN
2 days ago
Financial Advisor
$45k - $100k
...anticipated to remain open for 30 days, from 03-Sep-2026. The posting may close early due to the volume of applicants. 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...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Greenwood, IN
1 day ago
Experienced Financial Advisor
...Description Take your financial advisory career to the next level with the backing of a leading financial services organization. At Principal, you'll have access to a comprehensive suite of retirement, employee benefits, and wealth management solutions that help business...
Flexible hours
Principal Global Services LLC
Indianapolis, IN
15 hours ago
Financial Counselor
$19.81 - $29.83 per hour
...Location: Hematology Oncology of Indiana Hiring Range: $19.81 - $29.83 Job Description Summary: A Financial counselor serves as the liaison between the patient and the practice by coordinating payments, assistance, monitoring patient balances, and streamlining...
Immediate start
Remote work
Monday to Friday
Shift work
Weekend work
American Oncology Network LLC
Indianapolis, IN
1 day ago
Financial Advisor
$80k - $110k
...wondering what it would look like if all that effort built your business instead of a company's quarterly report. At WestPoint Financial Group, we work with people making exactly that jump. Most of our advisors didn't come from finance. They came from roles where they...
Shift work
WestPoint Financial Group
Indianapolis, IN
4 days ago
Entry Level Financial Services Representative (Flexible and Remote)
Entry Level Financial Services Representative (Flexible and Remote) 1 day ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. The position is fully remote, ideal for stay-at-home career seekers or those looking to add another...
Remote job
Full time
Part time
Work at office
10 hours per week
Flexible hours
TFA
Indianapolis, IN
3 days ago
Financial Advisor
$80k - $110k
Career Changers Wanted | Build Your Own Financial Advisory Practice Indianapolis, IN Commission-Based | $80,000-$110,000 at plan yearly You’ve built credibility. You’re trusted in your community. You’re driven, sharp, and ready for a career where you call the shots....
WestPoint Financial Group
Indianapolis, IN
5 days ago
Financial Consultant
$35.37 - $58.95 per hour
Financial Consultant - Banner Health Estimated Pay Range: $35.37 - $58.95 / hour, based on location, education, & experience. Department: Admin-Clinic Work Shift: Day Job Category: Finance Location: Remote Schedule: Monday thru Friday 8:30am-4:30pm MST Position Summary...
Remote work
Monday to Friday
Shift work
Banner Health
Indianapolis, IN
2 days ago
Financial Services Representative
$16 - $18 per hour
## Financial Services RepresentativeApplylocations: Indianapolis Northwest, IN, United Statestime type: Full timeposted on: Posted Todayjob... .... We’re an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial...
Hourly pay
Full time
Interim role
Work at office
Local area
Shift work
Weekend work
Afternoon shift
Loansbyworld
Indianapolis, IN
2 days ago
Financial Services Representative
$51.4k
...transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and...
Full time
Shift work
Night shift
Charles Schwab
Fishers, IN
2 days ago
Experienced Financial Advisor
3 days ago Be among the first 25 applicants Direct message the job poster from Prudential Financial Regional Director with Prudential Advisors-Greater Midwest Financial Group. We are looking for Experienced Advisors to join our Team You've built a successful practice and...
Full time
Worldwide
Prudential Financial
Indianapolis, IN
2 days ago
Financial Planner
...prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes... ...Planner partners with financial advisors, registered representatives, and retirement specialists to help clients make informed retirement...
Work at office
Nationwide
Carmel, IN
4 days ago
Financial Advisor
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry...
Work experience placement
Northwestern Mutual
Fishers, IN
4 days ago
Cash Management Consultant Senior
...working within the risk parameters that protect the bank Leverage's knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business...
JPMorgan Chase Bank, N.A.
Indianapolis, IN
3 days ago
Financial Services Representative - State Farm Agent Team Member
...License Reimbursement Bonus based on performance Opportunity for advancement Training & development ROLE DESCRIPTION: As a Financial Services Representative with Alistair Filmore State Farm, you will successfully market the financial products that manage everyday risks and...
Alistair Filmore - State Farm Agent
Indianapolis, IN
6 days ago
Patient Financial Services Representative
Description On-Site Join Our High-Energy Healthcare Call Center Team! At Revco Solutions we provide exceptional customer service to the patients we service. As a leading healthcare call center, we are seeking highly motivated individuals to join our high-energy call center...
REVCO SOLUTIONS INC
Indianapolis, IN
4 days ago
Financial Services Representative - State Farm Agent Team Member
Benefits Bonus based on performance Competitive salary Parental leave Training & development ROLE DESCRIPTION As a Financial Services Representative with Mitch Harris- State Farm Agency, you will successfully market the financial products that manage everyday risks...
Mitch Harris - State Farm Agent
Indianapolis, IN
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!