Financial Representative

Western & Southern Life

Tampa, FL

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.

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 6 days ago

Similar jobs that could be interesting for youBased on the Financial Representative in Tampa, FL vacancy

Financial Representative Intern
$1,000 per month
...winner for Excellence in Training & Development Unsurpassed financial strength with total company assets of $378 billion Our... ...profits. Check out our Day in the Life Video: Financial Representatives Interns are provided guidance, connection, and a framework...
Suggested
Full time
For contractors
Internship
Summer internship
Local area
Flexible hours
Northwestern Mutual
Tampa, FL
4 days ago
Finanical Professional-Financial Advisor - Registered Representative
$80k - $190k
...Description Job Description Join New York Life, a company with over 170 years of dedicated service and a commitment to securing the financial future of clients. As a Financial Advisor, you'll play a key role in guiding individuals and families toward their financial goals...
Suggested
Flexible hours
New York Life - Tampa
Tampa, FL
27 days ago
Financial Representative (TAMPA, FL)
...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...
Suggested
Full time
The Western and Southern Life Insurance Company
Tampa, FL
2 days ago
Financial Representative
$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...
Suggested
Traineeship
Home office
Mutual of Omaha
Tampa, FL
1 day ago
Finanical Professional-Financial Advisor - Registered Representative
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...
Suggested
Flexible hours
New York Life - Tampa
Tampa, FL
1 day ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...
Full time
Contract work
For contractors
Internship
Local area
Remote work
Flexible hours
Northwestern Mutual Life Insurance Company
Tampa, FL
1 day ago
Financial Advisor
...Financial Advisor Full-Time | Hybrid | Tampa | Orlando | Sarasota | Ft Lauderdale Westshore Financial Group Inc., a boutique... ...Only Appropriately licensed and qualified Investment Advisor Representatives of Park Avenue Securities LLC (PAS) and Park Avenue...
Full time
Local area
Westshore Financial Group, Inc.
Tampa, FL
8 hours ago
Financial Advisor
...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. As a Financial...
Full time
Work at office
Flexible hours
Bankers Life
Tampa, FL
2 days ago
Financial Advisor
$100k
...At Ignite Financial Advisors, we’re looking for motivated individuals ready to build rewarding careers as financial advisors. This role is designed for those who want to help clients achieve financial clarity while also creating their own path to long-term success....
Permanent employment
Full time
Ignite Financial Advisors
Tampa, FL
1 day ago
Financial Advisor - Qualified Appointments Provided
$75k
...Financial Advisor – Qualified Appointments Provided Location: Tampa, FL Employment Type: Full-Time About the Opportunity We are partnering with a growing wealth management and financial planning firm that is expanding its advisor presence in the Tampa...
Full time
Prevail Recruiting
Tampa, FL
1 day ago
Financial Advisor
...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), a broker-dealer that supports and grows...
Full time
Contract work
Work at office
Remote work
Monday to Friday
Cetera Financial Group
Tampa, FL
1 day ago
Financial Planner
...and treating clients like family. Role Description Oxford Advisory Group is seeking a motivated and relationship-driven Financial Planning Advisor to join our growing wealth management team. This is a client-facing role responsible for managing existing client...
Base plus commission
Full time
Oxford Advisory Group
Tampa, FL
2 days ago
Financial Advisor
...Please Note: OMNI Financial Services is a FLORIDA based company and is not affiliated with any other "Omni" group in the US. We are independently owned w/ locations in Fort Myers, Orlando & Tampa. Please ensure you have the correct company when doing research. Who...
Full time
Local area
OMNI Financial Services
Tampa, FL
2 days ago
Financial Advisor
✨ Experienced Financial Advisor – Florida Market | Prudential Advisors Prudential Advisors is seeking an Experienced Financial Advisor to support and grow our established client base throughout the Florida market . If you're looking for an opportunity to elevate...
Full time
Prudential Advisors
Tampa, FL
2 days ago
Financial Advisor
$100k
...Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit...
Permanent employment
Full time
Work at office
Local area
Florida Financial Advisors
Tampa, FL
8 hours 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...
Work experience placement
Local area
Remote work
Flexible hours
Equitable Advisors LLC
Tampa, FL
2 days ago
Certified Financial Advisor
...Certified Financial AdvisorAre 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...
Remote work
Vanguard
Tampa, FL
5 days ago
Financial Advisor
...A leading wealth management firm in Tampa is looking to hire a Lead Financial Advisor. An ideal candidate will have prior experience being the main relationship manager to clients and will be holding their CFP. This position reports directly to the firm's President....
Work at office
JCW Group
Tampa, FL
4 days ago
Financial Aid Counselor
...Financial Aid Counselor The Office of Financial Aid at The University of Tampa has a position available for a Counselor who enjoys... ...and State regulations and institutional policies. Represent the financial aid office and UTampa at outreach events for current...
Summer work
Work at office
Monday to Friday
Monday to Thursday
Night shift
Weekend work
Afternoon shift
The University of Tampa
Tampa, FL
1 day ago
Certified Financial Advisor
...Vanguard to connect them with exceptional professionals for this role. Builds and maintains relationships with clients. Delivers financial advice and complex portfolio management guidance. Are you a Certified Financial Planner (CFP®) looking to take the next step in your...
Remote work
Vanguard
Tampa, FL
5 days ago
Financial Advisor
...Financial Advisor Investment & Wealth Advisory | Tampa or Orlando, FL | Full-Time Elevate your career at Saltmarsh! Saltmarsh... ...the ability to explain complex financial concepts clearly and represent the firm confidently. Willingness to work from the Tampa...
Full time
Work at office
Local area
Saltmarsh, Cleaveland & Gund
Tampa, FL
4 days ago
Financial Counselor
...patient-centered care and expands access to those who need it most. Position Summary Tampa Family Health Centers is seeking a Financial Counselor to join our team. This role plays a key part in ensuring patients have access to affordable care by determining...
Full time
Part time
Work at office
Tampa Family Health Centers
Tampa, FL
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
Tampa, FL
2 days ago
Financial Advisor
$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 financials goals. Due to the pay transparency laws that have gone in effect, I am disclosing the full salary range for the position. This...
Staffing In Motion
Tampa, FL
4 days ago
Financial Counselor
$70k - $75k
The SPEC Dispatcher is responsible for delivery coordination, order placement, general sales information and product requirements, pricing, , and more. Most often they are the customer’s first point of contact. Position Responsibilities: ● Selling building materials...
Full time
For contractors
Relocation
Monday to Friday
Temple Health
Tampa, FL
4 days ago
Financial Aid Advisor
$24 - $27 per hour
...Financial Aid Advisor The Financial Aid Advisor is responsible for providing guidance and assistance to students and families in navigating the financial aid process. This role involves evaluating student eligibility for financial aid, advising on funding options, and...
Hourly pay
Immediate start
Monday to Thursday
Flexible hours
Shift work
Universal Technical Institute
Tampa, FL
4 days ago
Financial Consultant
...Caring. Connecting. Growing together. Reporting to and partnering with the OptumInsight Operating Expense leadership team, the Financial Consultant will support the Payment Integrity business by providing financial analysis, budgeting, planning, forecasting, modeling...
Hourly pay
Minimum wage
Full time
Work experience placement
Live in
Work at office
Local area
Remote work
Shift work
UnitedHealth Group
Tampa, FL
3 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-...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Tampa, FL
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 behaviors...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command Financial Services
Tampa, FL
1 day ago
Financial Consultant
$54.1k - $72.1k
...Join us and be part of an organization committed to supporting customers when they need us most. The Opportunity The Financial Consultant is responsible for providing day-to-day financial support, billing administration, remittance management, and customer...
Temporary work
Work at office
Local area
Flexible hours
MetLife
Tampa, FL
1 day ago

Do you want to receive more vacancies?

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