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 8 hours ago

Similar jobs that could be interesting for youBased on the Financial Representative in Columbus, OH vacancy

Financial Representative
$18.2 - $27.29 per hour
...more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part.As an employee of Ohio State University Physicians (OSUP), you'll be an...
Suggested
Flexible hours
Ohio State University Physicians, Inc.
Columbus, OH
4 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
8 hours 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
3 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
3 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...
Suggested
Jobtailor
Columbus, OH
5 days ago
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...
Weekly pay
Work at office
Work from home
Monday to Friday
Randstad
Columbus, OH
3 days ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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 Life Insurance Company
Columbus, OH
2 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
3 days ago
College Financial Representative, Internship Program - 2026-26578 - 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
2 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
4 days ago
Senior Bank Teller/Senior Financial Services Representative
...Senior Financial Services Representative Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence. SmartBank is rooted...
Work at office
Local area
SmartBank
Columbus, OH
5 days ago
Financial Aid Counselor
...Financial Aid Counselor The Financial Aid Counselor provides students and their families with excellent customer service through a sharing of knowledge regarding all facets of the financial aid process. This position reports to the Director of Financial Aid. Essential...
Work at office
Afternoon shift
Ohio Dominican University
Columbus, OH
1 day 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
2 days ago
Financial Advisor
$80k - $110k
...Job Description Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, 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...
WestPoint Financial Group
Columbus, OH
3 days ago
Financial Representative
$25 per hour
...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...
Hourly pay
Work at office
Local area
Flexible hours
Sedgwick
Dublin, OH
2 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
Columbus, OH
1 day ago
Financial Advisor
$45k - $100k
...Financial Advisor Opportunity Join 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...
Traineeship
Work at office
Local area
Work from home
Home office
Flexible hours
Edward Jones
Columbus, OH
1 day ago
Financial Counselor
...Financial Counselor SUN Behavioral Columbus LLC - Columbus, OH Overview Position Type: Full Time Job Shift: Evenings Education... ...that all key elements that affect billing and collections represent and accurate. Provide patient notifications to patients or...
Full time
Work experience placement
Work at office
Shift work
Afternoon shift
SUN Behavioral Columbus
Columbus, OH
5 days ago
Financial Wellness Associate
$19.23 - $28.37 per hour
...% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role...
Hourly pay
Full time
Work experience placement
Work at office
Flexible hours
Day shift
Key Bank
Westerville, OH
2 days ago
Financial Consultant
$88.3k - $115.35k
...Financial Consultant The Financial Consultant is responsible for advising financial users on University policies, business processes, and internal controls. Serves as a subject matter expert on financial processes, leading process redesign and building efficiency and...
Visa sponsorship
Work visa
Shift work
Day shift
Ohio State University
Columbus, OH
3 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
8 hours 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
2 days ago
Financial Advisor
...part of a culture built on excellence. Build Wealth. Build Relationships. Build Your Future. At SmartBank, we believe that financial success starts with trusted relationships. As a recognized Great Place to Work® and one of the Southeast's fastest-growing financial...
Temporary work
Work at office
SmartBank
Columbus, OH
2 days ago
Financial Aid Counselor
...Under the supervision of the Director of Financial Aid, the Financial Aid Counselor will play a crucial role in helping students and their families understand and access financial aid resources. This position requires strong interpersonal skills, knowledge of financial...
Temporary work
Visa sponsorship
Work visa
Capital University
Columbus, OH
1 day 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
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
5 days 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
3 days 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
5 days ago
Senior Associate, Corporate Finance
...Essential FunctionsPrepare detailed credit memorandum for complex lending relationshipsComplete comprehensive analysis on client financial statementsRecommend proper loan structure, including appropriate covenant formulas and definitionsIdentify credit strengths, weaknesses...
Full time
Work at office
Remote work
Northwest Bank
Columbus, OH
3 days ago
Mergers and Acquisitions Financial Due Diligence Senior Consultant
$105.4k - $207.8k
...and sustainability. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long...
Local area
Visa sponsorship
Deloitte
Columbus, OH
6 days ago

Do you want to receive more vacancies?

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