Financial Representative
The Western and Southern Life Insurance Company
3 days ago Be among the first 25 applicants Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The 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 needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most. The Ideal Place for a Career As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life’s benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (a rare offering among Fortune 500 companies). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs. Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are: Customer-focused Natural Networkers Results-driven Resilient If this sounds like you, we encourage you to explore the possibilities, and apply today! Job function Sales, Business Development, and Marketing Industries Insurance and Financial Services Referrals increase your chances of interviewing at The Western and Southern Life Insurance Company by 2x #J-18808-Ljbffr
- ...Organization: Name CINCINNATI EAST OH Default: Location: City LOVELAND 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...SuggestedWork at officeLocal area
- ...Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location: LOVELAND Job Responsibilities As a Financial Representative, you will work with current and prospective clients in your community to...SuggestedFull time
- ...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, teammates, communities and shareholders every day. Being a Great Place...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
- Join a Fortune 500 company as a Financial Representative and be part of a dynamic team dedicated to helping clients achieve their financial goals. This role offers the opportunity to work closely with clients in your community, providing tailored solutions that include...SuggestedFull time
- Western & Southern Financial Group seeks a Financial Representative in Loveland, Ohio, to meet the needs of middle-income clients through education on risk protection and financial security. This role involves identifying markets, developing marketing plans, and selling...Suggested
- The Western and Southern Life Insurance Company in Loveland, OH is seeking a full-time Financial Representative to help local clients assess their financial needs and recommend life insurance and other financial products that protect what matters most. You will join a...Full timeLocal area
- ...Ash, OH At Retirement Corporation of America, our work centers on helping clients make thoughtful, informed decisions about their financial lives. We view planning as an ongoing relationship, not a one-time deliverable. That means spending the time to understand each client...Work at office
$100k - $150k
...management firm with an endless passion for enriching the lives of our customers. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique...Full timeTemporary workWork at officeFlexible hours- LCNB National Bank in Ohio is seeking a Floating Relationship Banker to assist branch operations across Warren and Montgomery Counties. This role focuses on providing superior customer service, processing transactions, and promoting bank products. The ideal candidate will...
- ...various banking products and services. Success in this role requires a solid sales background and the ability to assess customer financial needs, ensuring an excellent customer experience while achieving sales goals. The ideal candidate will have a college degree or relevant...Full time
- ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the...Immediate start
- Chase is a leading financial services firm helping millions of customers achieve their financial goals. The Relationship Banker role in a JPMorganChase branch focuses on welcoming clients, building trust, and providing thoughtful banking solutions. You will manage client...
- Fifth Third Bank in Loveland, Ohio is seeking a Personal Banker II to enhance customer relationships and drive sales. This role involves cross-selling banking products and providing exceptional service while completing a comprehensive training program. Candidates should...
- ...joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West...Work experience placementLocal areaNight shift
- ...WealthBridge Financial Group is seeking a results-oriented Private Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals....
- ...Township (Clermont County, Ohio) is seeking a detail-oriented and dependable Finance Associate to support the Township’s day-to-day financial operations. This onsite, full-time position works Monday through Friday and plays an important role in maintaining accurate...Full timeLocal areaMonday to Friday
- ...academic track record, including the achievement of a bachelor's or advanced degree. ~ Industry designation required: CERTIFIED FINANCIAL PLANNERTM ~3+ years of client-facing experience in the financial services industry. ~ Great interpersonal skills and ability to...Contract workWork at office
- ...Dormont Manufacturing Co is seeking a Financial Advisor as part of the Advisor Development Program. You will work with high-net worth individuals and be responsible for identifying their needs and developing relationships to promote client portfolio growth. The role includes...
- A leading company in defense technology is seeking a Specialist, Program Finance to support financial management and reporting for various programs. The role involves collaboration with Program Management, ensuring accurate financials, and participating in customer meetings...
$75k
...Financial Advisor At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork experience placementWork at office$60k - $90k
Financial Services Representative - State Farm Agent Team Member Full Time in Mason, OH Compensation: $60,000 - $90,000 per year Role Description As a Financial Services Representative with State Farm, you will market financial products that manage everyday risks. Your...Full timeFlexible hours$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...Hourly payContract workFor contractorsWork experience placementRemote work- ...Advisor Development Program Overview As an Advisor Development Program- Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations...Interim role
$60k - $90k
Masonohinsurance is seeking a Financial Services Representative to join their team in Mason, OH. In this full-time role, you will market financial products that help customers manage everyday risks. Your responsibilities include consulting customers on financial planning...Full timeFlexible hours$85.28k - $127.92k
Financial Consultant Senior Location: This role requires associates to be in-office 1-2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. Alternate locations may be considered if candidates...Work at officeLocal area2 days per week1 day per week- Elevance Health is seeking a Senior Financial Consultant in Mason, Ohio. This role involves delivering vital financial analysis and supporting decision-making within the company, together with leading business improvement initiatives. The ideal candidate will have at least...
- ...A Relationship Banker is responsible for promoting and recommending the bank’s products and services to help meet our customers’ financial goals. Essential Functions and Responsibilities Maintaining and balancing cash drawer Ensure compliance with all internal controls...Bank staffWork at officeMonday to Friday
$52.5k - $87.5k
...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Analyst Primary Duties and Responsibilities Overview General Electric Credit Union is a not‑for‑profit, member‑owned full‑service financial institution headquartered in Cincinnati with branches in Ohio and Kentucky. At GECU, we pride ourselves on maintaining quality service...
- ...understanding of broad range of IT hardware and software products Demonstrated experience in implementing compliance frameworks for financial services organization or organizations with similar information security needs and requirements Certified Information Systems...
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