Financial Representative

Western & Southern Life

Charlotte, NC

Organization : Name

CENTRAL CAROLINA NC

Default: Location : City

CHARLOTTE

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 23 hours ago

Similar jobs that could be interesting for youBased on the Financial Representative in Charlotte, NC vacancy

Financial Representative
...About the Company Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund member benefits and social,...
Suggested
Work at office
Local area
Modern Woodmen of America
Charlotte, NC
2 days ago
Financial Representative (PAID LICENSING)
...FINANCIAL REPRESENTATIVE WITH FORTUNE 500 COMPANY Get More Out of Your Career Seeking more fulfillment or considering a job change? Transform your life – personally, professionally, and financially - while making a meaningful impact as a Financial Representative...
Suggested
Full time
Immediate start
Northwestern Mutual
Charlotte, NC
3 days ago
Financial Representative
...Description \n About the Company \n \n \n Since 1883, we've been focused on securing futures with financial guidance and products. Our representatives provide financial products to help members protect their families and their futures. These sales help fund...
Suggested
Work at office
Local area
Modern Woodmen of America
Charlotte, NC
13 days ago
Associate Financial Representative
...Launch your financial services career with an organization that positively impacts thousands of families and communities each year.... ...the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals...
Suggested
Full time
Local area
Modern Woodmen of America
Charlotte, NC
3 days ago
Financial Representative Entry Level
$97k - $192k
...for advancement Training & development Vision insurance The Mays 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
Mays Region - Modern Woodmen of America
Charlotte, NC
2 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
Charlotte, NC
3 days ago
Associate Financial Representative
...resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals. Job Overview Wealth Advisors Group (WealthAG) is a...
Work experience placement
Work at office
Immediate start
Work from home
LPL Financial
Charlotte, NC
1 day ago
Financial Advisor
$75k - $125k
...Financial Advisor/Planner About the Job Are you a caring and energetic individual with attention to detail that loves customer service and creating a “wow” factor in the financial services industry? Do you enjoy interacting with people and helping them fulfill their...
Full time
Work at office
Monday to Friday
TruNorth Advisors
Charlotte, NC
-59
Experienced Financial Advisor
...brand or operate under the Prudential name . Either way, you keep the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! What you get: • Flexible branding — your identity, Prudential’s, or a hybrid...
Full time
Flexible hours
Carolina Financial Group - Prudential Advisors
Charlotte, NC
-59
Experienced Financial Advisor
...competitive payouts · Our practice building support We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today....
Prudential Advisors
Charlotte, NC
23 hours ago
Financial Advisor
...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an...
Full time
Thrivent
Charlotte, NC
23 hours ago
Financial Advisor
$61k - $119k
...Job title: Financial Advisor Description: Becoming a Financial Advisor Becoming a financial advisor at Northwestern Mutual is a... ...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
Charlotte, NC
23 hours ago
Financial Advisor
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows...
Work at office
Cetera Financial Group
Charlotte, NC
23 hours ago
Financial Consultant - Charlotte, NC
...business that is unmatched in the industry. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility...
Full time
Fidelity Investments
Charlotte, NC
3 days ago
National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required)
...National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...
Work at office
Shift work
Day shift
Bank of America
Charlotte, NC
23 hours ago
Financial Consultant
$75k - $150k
...Powerwell is a leading recruitment firm helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY region and will be allowed to work remote. Summary: As a Financial Consultant, you will collaborate...
Remote work
Powerwell
Charlotte, NC
4 days ago
Certified Financial Advisor
...Certified Financial Advisor Are you a Certified Financial Planner (CFP®) looking for a rewarding career with a leading financial institution? Vanguard is seeking Certified Financial Advisors to join our team in Charlotte, NC. With competitive compensation, excellent...
Work at office
Remote work
Relocation
Monday to Friday
Hackajob
Charlotte, NC
3 days ago
Financial Advisor
$75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...
Local area
Remote work
Relocation
The Well
Charlotte, NC
23 hours ago
Financial Advisor
$80k - $120k
...Financial Advisor We are seeking an experienced Financial Advisor to join a collaborative wealth management team. This individual will take ownership of client relationships, provide comprehensive financial planning guidance, and work closely with internal and external...
Masis Professional Group
Charlotte, NC
5 days ago
Financial Counselor
...Job Title Essential Functions: Present and discuss with patients all financial aspects available. Demonstrate a thorough knowledge and understanding of patient billing and collection policies and procedures, explaining account payment and settlement processes...
REPRODUCTIVE ENDOCRINOLOGY ASSOCIATES OF CHARLOTTE
Charlotte, NC
4 days ago
Financial Counselor
...Title: Financial Counselor Department: Operations Status: Non-Exempt Position Classification/Category: Clerical Level: N/A Location: Assigned Clinic Hourly Pay Range: Reports To: Billing Manager Direct Reports: N/A Summary of Position The...
Hourly pay
CABARRUS COMMUNITY HEALTH CENTERS, INC.
Charlotte, NC
23 hours ago
Financial Consultant
...Job Description The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement...
Insight Global
Charlotte, NC
1 day 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
Charlotte, NC
1 day ago
Financial Advisor
...Job Description The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on...
Contract work
Work at office
United Bank Inc
Charlotte, NC
4 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 behaviors...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Charlotte, NC
23 hours ago
Experienced Financial Advisor
...competitive payouts · Our practice building support We know that making a move is a big decision. We support you by offering financial packages designed to make your transition to Prudential as smooth as possible. Let’s have a confidential conversation today....
Prudential Advisors
Charlotte, NC
3 days ago
Financial Advisor - Experienced
...We are looking for Experienced Advisors to join our Carolina Financial Group Team! The information below covers the role requirements, expected candidate experience, and accompanying qualifications. You've built a successful practice and now you want more. At Prudential...
Worldwide
Prudential Financial
Charlotte, NC
12 days ago
College Financial Representative, Internship Program - 2026-26994 - Charlotte, North Carolina
$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
Charlotte, NC
2 days ago
Financial Restructuring Associate
...Description Top AmLaw 100 law firm seeks an associate to join their Financial Restructuring Practice in any of their Atlanta, New York,... ...law firm experience. Candidates will also have experience representing debtors, creditors, and investors in a broad range of...
5 Legal
Charlotte, NC
22 days ago
Finance Accounting Consultant
...invested in your career success. What You’ll Do As an FTEP Consultant, your work may include: Month-end close, reporting, and financial analysis Process improvement and optimization initiatives Systems implementations or conversions Budgeting, forecasting,...
Permanent employment
Full time
Local area
Night shift
Weekend work
Robert Half
Charlotte, NC
3 days ago

Do you want to receive more vacancies?

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