Financial Representative
Western & Southern Life
Organization : Name FLORIDA WEST COAST FL Default: Location : City TAMPA 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 4 days ago
Similar jobs that could be interesting for youBased on the Financial Representative in Tampa, FL vacancy
- ...Westshore Financial Group Inc., a boutique financial planning firm based in Tampa, FL, is expanding its team! Supported by the resources... ...Only Appropriately licensed and qualified Investment Advisor Representatives of Park Avenue Securities LLC (PAS) and Park Avenue...SuggestedFull timeLocal area
Westshore Financial Group
Tampa, FL22 hours ago $36k - $75k
...driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to... ...designed to set you up for long-term success. As a Financial Representative Trainee, you’ll embark on a comprehensive program that equips...SuggestedTraineeshipHome officeMutual of Omaha
Tampa, FL1 day ago- At New York Life, we're dedicated to your growth and success, with over 170 years of commitment to client financial well-being, and we're looking for a Financial Advisor to join us. You'll be instrumental in guiding individuals and families towards achieving their financial...SuggestedFlexible hours
- ...Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a Fortune 500® company. Location Tampa Role Summary As a Financial Representative, you will work with current and prospective clients in your community to understand...SuggestedFull time
$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Tampa, FL3 days ago$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 areaVisa sponsorship- Are you ready to make an impact in the world of financial and regulatory reporting? Join our team and leverage your detail-oriented mindset to deliver high-quality reporting for a diverse portfolio of alternative investment funds. The Financial Reporting Associate for...
- 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. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every...Full timeTemporary workDay shift
$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 timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Tampa, FL4 days ago$77k - $202k
...AssociateJob Description & SummaryAt PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to help...Full timeH1b- ...Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Tampa, Florida area. With competitive...Remote work
The Vanguard Group
Tampa, FL1 day ago $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‑...Work at officeUnavailable
Tampa, FL4 days ago- ...Job Description The Financial Aid Advisor – Program Administration administers assigned federal, state, and institutional financial aid programs with a primary focus on compliance, eligibility determination, accurate processing, and systems management. This position ensures...Contract work
University of South Florida
Tampa, FL1 day ago $100k - $150k
...Overview We are looking for a competitive, sales-driven, and highly motivated field sales representative to join our team. You'll be responsible for developing and implementing your own initiatives and aggressive sales strategies to grow your sales territory. The ideal...Base plus commissionFull timeStart working todayNew York Life Insurance Company
Tampa, FL4 days ago$85k - $120k
...and helping them understand events in the stock market - all to help each of our clients stay on track to achieve their long-term financial goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This includes...Staffing In Motion
Tampa, FL3 days ago- ...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 payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Tampa, FL4 days ago $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 timeContract workFor contractorsWork at officeNorthwestern Mutual
Tampa, FL1 day ago$21.92 - $34.39 per hour
...$24.10 per hour depending on qualifications. Counsel students, prospective students and parents on matters pertaining to Financial Aid. Must also be familiar with Federal Financial Aid processing requirements. During the absence of the Financial Aid Manager, will...Hourly payWork experience placementWork at officeHillsborough Community College
Tampa, FL22 hours ago$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 officeWork from homeHome officeFlexible hoursEdward Jones
Tampa, FL3 days ago- ...Financial Counselor Location: Tampa, Florida Organization: Tampa Family Health Centers (TFHC) About Tampa Family Health Centers At Tampa Family Health Centers, healthcare is more than a service, it is our mission. As a Federally Qualified Health Center...Part timeWork at office
Tampa Family Health Centers
Tampa, FL2 days ago $10k
...With a firm structure that practices separation of sales and client service, you don't have to wear the "many hats" of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an...Work experience placementWork at officeWork from homeFisher Investments
Tampa, FL5 hours ago- ...Florida Financial Advisors, a leading financial services firm, is seeking a talented and passionate Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to help our clients achieve their financial goals by providing expert advice and...
Florida Financial Advisors
Tampa, FL3 hours ago - ...Come join our GTE Financial team! At GTE Financial, we're looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial services, we...Contract workWork at officeRemote workMonday to Friday
GTE Financial
Tampa, FL3 days ago - ...Job Description Job Description Financial Services Representative (Training Provided) ⚠️ Please Read Before Applying This opportunity is NOT for everyone. If you're looking for a guaranteed hourly wage, salary, or a traditional 9-to-5 job, this position is...Hourly payFull timePart timeFor contractorsFlexible hours
AMG Financial Services
Tampa, FL22 days ago - ...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
Tampa, FLmore than 2 months ago $48k - $100k
...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 backgrounds and bring their unique perspectives...Work at officeShift workDay shiftBank of America
Tampa, FL2 days ago$100k
...Job Description Job Description Florida Financial Advisors provides the ability to create your own financial success through helping clients enjoy their own. You don’t need prior financial experience to join our team, but you do need energy, great people skills, a...Permanent employmentFull timeWork at officeLocal areaFlorida Financial Advisors
Tampa, FL3 days ago- ...Financial AdvisorWe're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business...Work experience placementLocal area
Ameriprise Financial
Tampa, FL3 days ago $10k
Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe...Work at officeWork from home$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 areaVisa sponsorship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
Related searches
- financial planner cfp Tampa, FL
- senior financial advisor Tampa, FL
- strategic finance associate Tampa, FL
- financial advisor part time Tampa, FL
- oracle financial functional consultant Tampa, FL
- associate leveraged finance Tampa, FL
- work from home financial advisor Tampa, FL
- entry level financial advisor Tampa, FL
- junior oracle financial functional consultant Tampa, FL
- financial advisor development program Tampa, FL