Financial Representative
Western & Southern Life
Organization : Name PHOENIX AZ Default: Location : City GILBERT 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.
- 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
- 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
- None
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Representative in Gilbert, AZ vacancy
$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...SuggestedFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Gilbert, AZ2 days ago$100k - $120k
...excellence, complete execution, and total alignment. Our core philosophy is built on our firm being the Keystone . Most estate and financial plans crumble because advisors don't talk to each other—accounts aren't retitled, tax strategies get missed, and execution falls...SuggestedWork at officeRemote work1 day per weekLifestyle Planning, LLC
Chandler, AZ3 days ago- ...Overview Patient Financial Counselor We are seeking a knowledgeable and compassionate Patient Financial Counselor to help patients understand their insurance benefits and financial responsibilities.This roleis responsible forinsurance verification, financial...Suggested
Acadia Healthcare
Chandler, AZ3 days ago $87.4k - $123.4k
...vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their... ..., and financial wellness * Serve as an Investment Adviser Representative of Advised Assets Group, reviewing participant investment portfolios...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Careers
Chandler, AZ1 day ago$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-...SuggestedFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Gilbert, AZ1 day ago$61k - $119k
...Education 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-...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Gilbert, AZ4 days ago$45k - $100k
...anticipated to remain open for 30 days, from 07-Oct-2026. The posting may close early due to the volume of applicants. 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Gilbert, AZ3 days ago- ...Patient Financial CounselorWe are seeking a knowledgeable and compassionate Patient Financial Counselor to help patients understand their insurance benefits and financial responsibilities. This role is responsible for insurance verification, financial counseling, upfront...Local area
Acadiana Treatment Center
Chandler, AZ5 days ago $52k - $64k
...Company Name: Empower Job Description Grow your career with a growing organization Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeDEV INC
Chandler, AZ5 days ago- ...Financial Services Representative Are you interested in financial services? Have you always wanted to learn the inner workings of the stock market? Do you get excited about solving problems and having customers compliment your work? Are you goal-driven and competitive...Full timeWork experience placementInternshipWork at officeWork visaFlexible hours3 days per week
$25 - $30 per hour
...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals...Hourly payCasual workWork at officeWork from homeFlexible hoursShift workDay shiftAfternoon shift- Harboroaks in Chandler, AZ seeks a compassionate Patient Financial Counselor for an onsite role. You will help patients understand insurance benefits, upfront costs, and payment options. Responsibilities include verifying benefits, updating records, collecting balances,...
- Bank of America is hiring a Financial Solutions Advisor Stage I to build and manage client relationships, obtain required securities licenses, and deliver core banking and investment solutions. The role advances through Stage II as you grow the client portfolio and expertise...Work at office
- WealthBridge Financial Group is seeking driven, results‑oriented career changers in the Phoenix Metro East area to join our advisor team. No prior financial services experience is required; we offer pre-licensing guidance, a 4‑week joint‑field training, and a defined career...
- Fidelity Investments Inc. in the United States is seeking a Financial Representative to be the face of the branch, delivering trusted service and building lasting client relationships. You will act as a subject matter expert in compliance and front lobby transactions,...
$95.6k - $188.4k
Position Summary Position summaryOur Deloitte Finance Transformation team practices to help chief financial officers, controllers, and finance teams define and execute their finance and global business services agendas and strategies. You will work with leading-class...Local areaDeloitte
Gilbert, AZ19 hours ago- ...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 placementWork at officeImmediate startWork from home
The Private Trust Company, an affiliate of LPL
Tempe, AZ4 days ago - Bank of America is seeking a Financial Solutions Advisor to serve mass affluent clients by phone, delivering holistic investment, savings and liability management guidance through Merrill Lynch products. The role requires Series 7 and 66, and bilingual Spanish proficiency...
- Position Description Financial Solutions Advisors (FSAs) are phone-based licensed advisors (Series 7 and 66 required) that provide clients with holistic financial advice and guidance by ident ifying broader product and service solutions that meet their investment, savings...Work experience placementImmediate startFlexible hoursShift workDay shift
- Morgan Stanley is seeking an unlicensed Financial Services Representative to leverage strong customer service and problem-solving skills to assist clients with stock portfolios. The company will sponsor training and pay for Series 7 and 63 licenses. You will field inbound...
- Charles Schwab’s service team is at the heart of our commitment to helping clients own their financial futures. In this role you’ll educate clients about investment strategies and retirement choices, answer inbound calls, and own complex issues until resolution. You’ll...
$80k - $115k
WealthBridge Financial Group is seeking driven, results-oriented career changers in Phoenix Metro East to join our Phoenix Metro East team of financial advisors. In this position, you will engage with families, business owners, and professionals to understand their financial...Contract workFor contractors- Morgan Stanley is seeking a Financial Services Representative to join our client-focused team. This role is unlicensed but provides a clear path to licensing through company-supported training for Series 7 and 63. You will handle inbound calls, educate clients about investment...
- Gray Matter Logic in Chandler, AZ is seeking an ambitious Financial Consultant to begin a career at the intersection of finance and technology. You will work in a supportive team environment to implement ERP solutions that transform clients' accounting operations. This...
- ...Consultants at Gray Matter Logic are expected to bring vision and ambition to AI‑enabled consulting delivery. About the Role As a Financial Consultant, you will start your consulting career where finance meets technology. You will help clients implement ERP solutions...Temporary workInternshipWork at officeRemote workFlexible hoursShift work
- Morgan Stanley is seeking an unlicensed Financial Services Representative to engage clients via inbound calls, resolving questions about stock portfolios and account activity. The role includes training paid by Morgan Stanley to obtain Series 7 & 63 licenses. You will field...
- ...there is not an immediate opening for every location listed. 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...Work at officeImmediate startMonday to FridayShift workDay shift
- Bank of America in Chandler, AZ is seeking a client advisory professional focused on helping customers reach financial goals. The role balances service requests with sales opportunities and provides subject‑matter expertise on the bank's solutions in a collaborative, in...Work at office
$52k - $64k
A financial services company in Chandler, Arizona is seeking a Financial Consultant to assist customers with retirement planning. In this role, you will provide guidance on account options, especially for retirement savings goals. The position offers a competitive salary...Remote job$41.5k - $65.5k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...Salary: $41,500.00 - $65,500.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary...Part timeLocal areaImmediate startDay shiftBmo
Gilbert, AZ5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
Related searches
- financial advisor associate Gilbert, AZ
- financial planning associate Gilbert, AZ
- financial consultant Gilbert, AZ
- finance associate Gilbert, AZ
- financial planning administrator Gilbert, AZ
- associate corporate finance Gilbert, AZ
- financial planner Gilbert, AZ
- financial planning assistant Gilbert, AZ
- financial advisor training program Gilbert, AZ
- financial counselor Gilbert, AZ