Financial Representative
Western & Southern Life
Organization : Name CHICAGO-NORTHWEST IL Default: Location : City ROSEMONT 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 2 days ago
Similar jobs that could be interesting for youBased on the Financial Representative in Rosemont, IL vacancy
$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Rosemont, IL1 day ago- Year Up United seeks motivated interns for our Financial Advisor Training Program within the Banking, Insurance & Investment sector. As a Financial Advisor Intern, you’ll build foundational skills in client service, budgeting, investing, and risk management while supporting...SuggestedInternship
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year.... ...the communities we serve. About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals...SuggestedFull timeLocal area
Modern Woodmen of America
Arlington Heights, IL2 days ago - ...internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: - Financial advisory - Sales specialist - Product Support - Sales operations and analytics - Patient Services Get the skills and opportunity...SuggestedInternshipMonday to Friday
Year Up United
Franklin Park, IL11 hours ago - Year Up United seeks an Entry Level Financial Advisor to join our Financial Planning and Advisory team within the Banking, Insurance & Investment space. In this role, you’ll support client financial assessments, create basic financial plans, assist with budgeting, savings...Suggested
$18.59 - $25.44 per hour
...to help hospitals, health systems and medical groups improve financial performance, simplify administrative complexity and create better... ...exceptional patient experiences.As a Financial Counseling Representative , you will be a trusted guide for patients navigating...Hourly payFull timeLocal area$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...TraineeshipHome office$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 office- ...service, and a fiduciary commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an...Work at office
Charles Schwab
Schiller Park, IL3 days ago - ...Armando Perez State Farm is looking for an outstanding Sales Representative to join our exceptional team! With a reputation for excellence... ...the years, providing our clients with top-tier insurance and financial services. Million Dollar Round Table: Join an elite team with...Local area
- ...The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Responsibilities...Full time
Tri-State Wealth Advisors of Prudential Advisors
Wheeling, IL4 days ago - ...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 in the lives of the people...Full time
Thrivent
Evanston, IL1 day ago - $175,000 USD Discretionary Bonus Onsite WORKING Location: Chicago, Illinois - United States Type: Permanent Our client is a proprietary trading firm specializing in electronic options market making. They take a technology-driven approach, designing and operating automated...Permanent employment
Anson McCade
Schiller Park, IL1 day ago $36k - $75k
A leading financial services firm is seeking a Financial Representative Trainee to join their Accelerator Program in Villa Park, Illinois. This dynamic trainee experience offers the opportunity to earn between $36,000 and $75,000 in the first year, plus additional incentives...Traineeship- PNC is seeking a Wealth Banker to join the Wealth Management team near Niles, IL. You will develop strategies to acquire and deepen relationships with Mass Affluent clients, driving revenue and share of wallet while delivering an exceptional client experience. This role...
- PNC Financial Services Group, Inc. is seeking a Wealth Banker for the Wealth Management organization near Niles, IL. The role focuses on proactive acquisition, managing client relationships, and expanding share of wallet for Mass Affluent clients. Responsibilities include...
$43.38 - $67.24 per hour
...attorneys/team Develop and implement risk mitigation strategies and programs to reduce the hospital's exposure to liability and financial risks. Liaising with insurance providers and legal counsel as needed Other Address and assist the Compliance team...Hourly payFull timePart timeFor contractorsMonday to FridayFlexible hours$45k - $100k
...anticipated to remain open for 30 days, from 01-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
Arlington Heights, IL4 days ago$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...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 Life Insurance Company
Skokie, IL5 days ago- ...Financial Aid Counselor The Financial Aid Counselor is responsible for receiving, evaluating, and verifying student data to award... ...relationships with students, parents, faculty, staff, the public and representatives of lending institutions Knowledge of Banner or similar...Work at officeLocal areaVisa sponsorshipWork visa
Concordia University Chicago
River Forest, IL2 days ago - The Bradford Group, a leader in product development and branded goods, seeks a Senior Accountant / Financial Analyst to support financial reporting, compliance, and enterprise planning. Hybrid role involving FP&A, debt/ESOP concerns, and systems administration (Workday...
- ...structured onboarding program and rotate through operations and Sales & Service. You will develop a broad customer profile and suggest financial solutions, emphasizing consultative sales to build relationships. The role involves cross-selling, lending and card processes,...
- ...a 4-8 week onboarding with rotations in operations and Sales & Service. The role focuses on using consultative sales to identify financial needs and to acquire new households and deepen existing relationships. You will process teller transactions, support cross-selling...
- ...program designed to rotate through operations and Sales & Service. The role emphasizes consultative sales to identify and meet customer financial needs, cross-selling, and building relationships. Selected candidates will complete a certification and may advance to a Retail...
$85k
...bank client is seeking to fill a Credit Analyst role in the Des Plaines, IL area. The position is responsible for the analysis of financial statements and other relevant factors that accurately assess the credit worthiness of new commercial credit requests and identifies...Work at officeSymicor Group
Des Plaines, IL2 days ago$43k - $75k
...Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works... ...$43,000.00 - $75,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will...Contract workPart timeLocal areaImmediate startDay shiftBMO Financial
Des Plaines, IL11 hours ago- ...benefits package. Personal Banker responsibilities include: ~Ensuring the customer’s needs are achieved by conducting a thorough financial needs assessment and offering the most appropriate products and services. ~Generating leads, building new and maintaining...Work experience placementFlexible hours
Symicor Group
Niles, ILmore than 2 months ago - ...Job Description Job Description Join Our Winning Team as a Financial Services Representative! Are you a dynamic, sales-driven individual seeking a rewarding career with unlimited growth potential? Look no further! At Mae Trongkamsataya State Farm Agency, we are committed...
A Flai Agency
Morton Grove, IL9 days ago $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
Skokie, IL1 day ago$16 - $17.05 per hour
...Teller Parkway Bank is looking for a Part-time Teller at our Harwood Heights, IL location. We are a locally owned and operated financial institution committed to offering the best in customer service, financial products, and services. We maintain a strong presence in...Hourly payFull timeTemporary workPart timeBank staffParkway Bank
Harwood Heights, IL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
Related searches