Financial Representative

Western & Southern Life

Miamisburg, OH

Organization : Name

DAYTON OH

Default: Location : City

MIAMISBURG

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 Miamisburg, OH vacancy

Financial representative
...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve their financial goals. They create and execute tailored financial plans that illustrate members' current situations, outline their...
Suggested
Local area
Modern Woodmen
Centerville, OH
1 day ago
Financial Advisor
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...
Suggested
Full time
Contract work
For contractors
Work at office
Northwestern Mutual
Franklin, OH
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...
Suggested
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual
Dayton, OH
1 day ago
Finance Associate
$63.75k - $106.25k
.... , with a primary focus on the Micro Segments business. This role serves as a key finance partner to business leaders, providing financial analysis, forecasting, planning, and strategic decision support to help drive growth, profitability, and operating efficiency across...
Suggested
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Miamisburg, OH
3 days ago
Personal Banker I
...while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista...
Suggested
Civista Bank
Miamisburg, OH
1 day ago
Global FP&A Analyst - Miamisburg, OH
...0 countries. Our reported sales in 2024 were $8.8 billion. Job Description We are seeking a highly motivated and analytical Financial Analyst to join our Global Finance team. In this role you will play a key role in supporting the company's financial planning and...
Work at office
Work from home
Worldwide
National Guard Employment Network
Miamisburg, OH
1 day ago
Personal Banker II - Alex Road FC
...And Responsibilities Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and... ...credit and financial information. Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication...
Work experience placement
Work at office
Fifth Third Bancorp
Miamisburg, OH
1 day ago
Personal Banker
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer’s financial wellbeing. Collaborates with ecosystem partners to grow customer’s share of wallet. Positions PNC solutions to drive new revenue and...
Full time
Work experience placement
Work at office
PNC
West Carrollton, OH
3 days ago
PATIENT FINANCIAL COUNSELOR
...Financial Counselor The Patient Financial Counselor (FC) supports the PHP mission, vision and values by serving as the hospital's primary contact for resolution of the patient's account balance, in accordance with PHP policies. The FC serves to help patients, especially...
Work at office
Premier Health
Dayton, OH
4 days ago
Voya Financial Advisors Dayton
...Financial Professional Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined... ...candidates must possess the following qualifications: Registered Representative with experience working defined contribution plans, 403(b), 4...
Voya Financial Advisors
Dayton, OH
2 days ago
Financial Consultant - Dayton, OH
...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
Work at office
Fidelity Investments
Dayton, OH
6 days ago
Financial Advisor -Greater Columbus, OH
...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 impact...
Thrivent Financial for Lutherans
Dayton, OH
2 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-...
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Dayton, OH
5 days ago
Financial Advisor - Dayton/Cincinnati
...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to...
Local area
Immediate start
Remote work
Corebridge Financial
Dayton, OH
4 days ago
Credit Analyst
...Company Description Career Opportunity: Credit Analyst with Farmers and Merchants Bank in Dayton, OH Do you enjoy digging into financials, analyzing risk, and supporting smart lending decisions? Are you someone who thrives behind the scenes while playing a critical...
Work at office
strategic HR inc.
Miamisburg, OH
4 days ago
Financial Advisor
$80k - $100k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay range $...
Full time
Work at office
Flexible hours
Bankers Life
Dayton, OH
2 days ago
Financial Planner
...Cultivate and expand your network within established markets Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs Client Service and Implementation...
Work experience placement
Local area
Remote work
Flexible hours
Equitable Advisors
Dayton, OH
4 days ago
Junior Wealth Advisor
...you interested in joining a small, established firm that is poised for growth? • Do you have a passion for wealth management and financial planning to help clients achieve their goals? • Can you bring an entrepreneurial spirit and best practices to help shape the...
Shift work
ReFlex Recruiting LLC
Dayton, OH
2 days ago
Paraplanner
$50k
...A well-established, multi-location private wealth management practice is seeking a Financial Planning Analyst to support Financial Advisors and Associate Financial Advisors throughout the financial-planning process. This is an immediate and important hiring need, and the...
Full time
Temporary work
Internship
Private practice
Local area
Immediate start
Monday to Friday
Flexible hours
Jambalaya Group
Dayton, OH
1 day ago
Paraplanner
...Titan Pensions & Investments offers a market-leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. We aim to become our clients' financial...
Titan Wealth Holdings Limited
Kettering, OH
1 day ago
Associate Financial Advisor
$65k - $80k
...Associate Financial Advisor Shift/Hours: Monday - Friday, 8:00 am-5:00 pm Pay Rate: $65k to $80k (depending on experience) Location: Centerville, Ohio 45458 Experience: 3+ years of Financial Planning experience; current book of business preferred;...
Monday to Friday
Shift work
PrideStaff
Centerville, OH
1 day ago
Personal Financial Counselor; Assignment Ready Counselor- Ohio
$58.44k
...Personal Financial Counselor; Assignment Ready Counselor- Ohio This position will provide coverage in short-term, surge and on demand... ...other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected...
Contract work
Temporary work
Work at office
Magellan Health
Dayton, OH
6 days ago
Personal Financial Counselor, PFC-Wright-Patterson
$58.44k
...Personal Financial Counselor, PFC-Wright-Patterson This position will provide personal financial services at assigned military installations... ...other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected...
Contract work
Temporary work
Work at office
Magellan Health
Dayton, OH
4 days ago
Personal Financial Counselor - Dayton, OH
...Personal Financial Counselor Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors...
Contract work
Work at office
National Guard Employment Network
Dayton, OH
3 days ago
Entry Level - Financial Planner
Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...
Work experience placement
Work at office
Local area
Flexible hours
Equitable Advisors
Dayton, OH
6 days ago
Private Client Banker
$25 - $38.46 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...
Hourly pay
Full time
Work experience placement
Flexible hours
Day shift
Key Bank
Bellbrook, OH
9 hours ago
Relationship Banker
$17 - $19 per hour
...builds and strengthens customer relationships by identifying financial needs, recommending appropriate products and services, and connecting... ...-building skills Professionalism and commitment to representing the bank positively Strong verbal and written communication skills...
Hourly pay
Full time
Bank staff
Work at office
Monday to Friday
LCNB National Bank
Dayton, OH
3 days ago
Relationship Banker
...applying for any new position.** Acknowledge ( **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Middletown, OH
3 days ago
Relationship Banker
...applying for any new position. Acknowledge ( Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Middletown, OH
4 days ago
Personal Banker
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC
Dayton, OH
3 days ago

Do you want to receive more vacancies?

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