Financial Representative

Western & Southern Life

Columbus, OH

Organization : Name

THE CENTRAL OHIO AGENCY OH

Default: Location : City

COLUMBUS

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 Columbus, OH vacancy

Financial Representative
$19 per hour
...Wealth Management or Retirement Planning? This is an entry level role where you will gain the knowledge to assist others with their financial goals. Details: Start Date: 3/9/26 Pay Rate: $19/hr. Hybrid Work Schedule. Monday/Thursday/Fridays WFH and Tues/Wed in office - 10...
Suggested
Weekly pay
Work at office
Work from home
Monday to Friday
Randstad
Columbus, OH
4 days ago
Financial Representative
...a Fortune 100 Company. Our longtime Columbus-based client and Fortune 100 leader in the insurance and financial services sector is hiring 30+ Financial Representatives across retirement and life insurance divisions. This is an opportunity to get your foot in the door with...
Suggested
Weekly pay
Full time
Contract work
Work at office
Remote work
Work from home
Tailored Management
Columbus, OH
4 days ago
Financial Representative
$19.17 per hour
...Overview Jr. Financial Representative - Columbus, OH (Recent grads are welcome) Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital...
Suggested
Hourly pay
Russell Tobin
Columbus, OH
2 days ago
Financial Representative
$20 - $22 per hour
...Bachelor’s degree preferred or equivalent education or experience Financial experience required; mutual fund experience preferred Inbound... ...at ApTask by 2x Sign in to set job alerts for “Financial Representative” roles. Dublin, OH $77,000.00-$131,000.00 2 weeks ago...
Suggested
Contract work
Summer internship
ApTask
Columbus, OH
4 days ago
Financial Representative
⏰ Hours: Full-time, 8-hour shift within 8 AM – 6 PM About the Role We are seeking a Financial Representative to join our team in Columbus. This role is ideal for candidates who thrive in a fast-paced environment, enjoy problem-solving, and are committed to delivering exceptional...
Suggested
Full time
Work at office
Shift work
Southern Arkansas University
Columbus, OH
4 days ago
Financial Clearance Representative L1 (PreReg)
...Performs an accurate search for patient in EPIC data base, thus, reducing the number of duplicate patient records. Assess the patient’s financial ability to pay for services, referring patients to financial counseling staff when appropriate. Sends eligibility requests to all...
Jobtailor
Columbus, OH
4 days ago
Netsuite Financials Consultant
$82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...
Local area
Visa sponsorship
Deloitte
Columbus, OH
2 days ago
College Financial Representative, Internship Program - 2026-25216 - Woodland Hls, California
$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
Columbus, OH
4 days ago
Financial Representative Jr.
$19.15 per hour
...discounts with preferred vendors. Description: We are seeking motivated and customer-focused professionals to join our team as Financial Representatives . This role is primarily focused on handling high-volume inbound calls within a call center environment , providing...
Hourly pay
Contract work
Russell Tobin
Columbus, OH
2 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
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Columbus, OH
2 days ago
Financial Consultant
...Financial Consultant We are looking for a financial professional like you to provide outstanding customer service to clients in our Investments Division. As a Financial Consultant, you'll work with clients selling brokerage and advisory service, utilizing your deep...
Work experience placement
Work at office
Local area
Heartland Bank
Columbus, OH
4 days ago
Senior Bank Teller/Senior Financial Services Representative
## Senior Bank Teller/Senior Financial Services RepresentativeApplylocations: Columbustime type: Full timeposted on: Posted 4 Days Agojob... ...- that's the SmartBank way.**Our Senior Financial Services Representative will be responsible for:**Providing excellent customer...
Work at office
Local area
SmartBank
Columbus, OH
4 days ago
Financial Planner
...We are the #1 fastest-growing private company in Columbus, Ohio, by Inc. 5000, and one of the top and youngest financial planning firms in the country. Peak has grown from one team member to over 60 team members in just 4 years. In 2025, we had over 5,400 applicants, we...
Peak Retirement Planning, Inc.
Columbus, OH
1 day ago
Financial Representative
...Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500 company. As a Financial Representative, you will work with current and prospective clients in your community to understand their financial...
Full time
The Western and Southern Life Insurance Company
Grove City, OH
3 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
Columbus, OH
1 day 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
Columbus, OH
4 days ago
Financial Advisor
$100k
...Title: Financial Advisor Reports to: Director of Wealth Management & Financial Resources Supervises: None Status: Exempt... ...Physical Demands The physical demands listed below represent those necessary to perform the essential functions of this role...
Bi-weekly pay
Local area
Remote work
KEMBA Financial Credit Union
Columbus, OH
21 hours ago
Financial Customer Service Representative
...Financial Customer Service Representative Immediate need for a talented Financial Customer Service Representative with experience in the Insurance Industry. This is a 12+ Months contract opportunity with long-term potential and is located in Columbus, OH. Key Responsibilities...
Contract work
Work experience placement
Work at office
Immediate start
Pyramid Corporation
Columbus, OH
21 hours ago
Sponsor Finance Analyst/Associate/Senior Associate
...professionals have collectively completed 200+ transactions representing $1B+ in commitments. As we continue to grow, we’re seeking an... ...and beyond. Expect meaningful reps in diligence, underwriting, financial modeling, credit memos, and documentation, plus portfolio...
Full time
Work at office
Northwest Bank
Columbus, OH
2 days ago
Consultant, Investments and Footnotes Financial Reporting Advisor
$97k - $180k
...and we’re looking for associates who are passionate about delivering extraordinary care.This role is responsible for supporting the financial statement preparation and management of internal business partner relationships, including (but not limited to) the following:...
Full time
Temporary work
Part time
For contractors
Casual work
Work at office
Local area
2 days per week
Nationwide
Columbus, OH
1 day ago
Private Bank Wealth Advisor II
...Bachelor’s DegreeState Life and Health Licenses required to be obtained within 90 days of hireAt least 3 years of wealth management/financial advisory/sales/relationship management experience in banking, investment management, or insurance products and services for high...
Full time
Work at office
Remote work
Work from home
Flexible hours
The Huntington National Bank
Columbus, OH
1 day ago
Workday Certified Financials Accounting Center/Prism Consultant
...more than just technology. From rapid deployments to entire transformations, you’ll deliver integrated, payroll, cloud-based HR and financial management solutions that put organizations on the fast track to a better way to work.As a Workday Financials Accounting Center/...
Full time
Work experience placement
Live in
Work at office
Local area
Accenture
Columbus, OH
21 hours ago
Senior Associate, Decision Science - Finance Analytics
...skillsFormal training or certification on software engineering concepts and 3+ years applied experience3+ years of experience at a financial institution or consulting firm in corporate finance, banking, treasury, data analytics, or quantitative modelingStrong analytical...
JP Morgan Chase
Columbus, OH
3 days ago
Consultant, Speciality Finance Accounting
$97k - $180k
...you! As a Consultant, you'll provide consultation on the standard methodologies to acquire, evaluate, interpret, record and analyze financial data used to prepare statements and/or reports for various regulatory and statutory authorities and for internal management. We’ll...
Full time
Temporary work
Part time
Casual work
Work at office
2 days per week
Nationwide
Columbus, OH
4 days ago
PWM Private Wealth Advisor
$126.82k - $149.2k
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...knowledge in their respective areas of expertise. As a U.S. Bank representative in the community the PWA also acts as a conduit for Private...
Full time
Work experience placement
Work at office
Local area
Remote work
Flexible hours
3 days per week
US Bank
Columbus, OH
3 days ago
Workday Financials Sr Consultant
$116k - $229.1k
...Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective. Our...
Local area
Deloitte
Columbus, OH
1 day ago
Consultant, Actuarial - Retirement Solutions Financial Reporting - REMOTE
$108k - $200k
...associates who are passionate about delivering extraordinary care.Are you an experienced actuary who enjoys complex annuity valuation, financial reporting, and solving thorny modeling problems? Join our Retirement Solutions Financial Reporting team and help shape how we...
Full time
Temporary work
Part time
Casual work
Work at office
Remote work
Nationwide
Columbus, OH
1 day ago
Financial Advisor
...Job Description Job Description 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...
Thrivent
Columbus, OH
more than 2 months ago
Financial Representative
$70k - $170k
...experience, and a strong work ethic. We do not require prior financial experience or licensing. We pay for you to obtain your licensing... ...-term development and growth plan. The majority of our new representatives/advisors join without prior financial planning experience,...
Full time
Work at office
Local area
Monday to Friday
Flexible hours
Kevin Watters Financial Planning & Wealth Management
Upper Arlington, OH
3 days ago
Financial Advisor
...Job Description Job Description Job description: Financial Advisors at Northwestern Mutual-Upper Arlington 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...
Full time
Local area
Flexible hours
CODY J BEATTY
Columbus, OH
4 days ago

Do you want to receive more vacancies?

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