Financial Representative
Western & Southern Life
Organization : Name NEW ALBANY OH Default: Location : City NEW ALBANY 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 5 days ago
Similar jobs that could be interesting for youBased on the Financial Representative in New Albany, OH vacancy
$18.2 - $27.29 per hour
...more than 1,800 nurses, medical assistants, physicians, advanced practice providers, administrative support staff, IT specialists, financial specialists and leaders that all play an important part.As an employee of Ohio State University Physicians (OSUP), you'll be an...SuggestedFlexible hoursOhio State University Physicians, Inc.
Columbus, OH4 days ago$80k - $110k
...Career Changers Wanted | Build Your Own Financial Advisory Practice Columbus, IN Commission-Based | $80,000-$110,000 at plan yearly You've built credibility. You're trusted in your community. You're driven, sharp, and ready for a career where you call the shots...SuggestedWestPoint Financial Group
New Albany, OH2 days ago$19.17 per hour
...Overview Jr. Financial Representative - Columbus, OH (Recent grads are welcome) Pride Global offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital...SuggestedHourly payRussell Tobin
Columbus, OH3 days ago$20 - $22 per hour
...Bachelor’s degree preferred or equivalent education or experience Financial experience required; mutual fund experience preferred Inbound... ...at ApTask by 2x Sign in to set job alerts for “Financial Representative” roles. Dublin, OH $77,000.00-$131,000.00 2 weeks ago...SuggestedContract workSummer internshipApTask
Columbus, OH5 days ago- ...a Fortune 100 Company. Our longtime Columbus-based client and Fortune 100 leader in the insurance and financial services sector is hiring 30+ Financial Representatives across retirement and life insurance divisions. This is an opportunity to get your foot in the door with...SuggestedWeekly payFull timeContract workWork at officeRemote workWork from home
- ...Performs an accurate search for patient in EPIC data base, thus, reducing the number of duplicate patient records. Assess the patient’s financial ability to pay for services, referring patients to financial counseling staff when appropriate. Sends eligibility requests to all...
$19 per hour
...Wealth Management or Retirement Planning? This is an entry level role where you will gain the knowledge to assist others with their financial goals. Details: Start Date: 3/9/26 Pay Rate: $19/hr. Hybrid Work Schedule. Monday/Thursday/Fridays WFH and Tues/Wed in office...Weekly payWork at officeWork from homeMonday to Friday$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 timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Columbus, OH2 days ago- ...WealthBridge Financial Group is seeking a results-oriented Senior 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....
WealthBridge Financial Group
New Albany, OH1 day ago $19.15 per hour
...discounts with preferred vendors. Description: We are seeking motivated and customer-focused professionals to join our team as Financial Representatives . This role is primarily focused on handling high-volume inbound calls within a call center environment , providing...Hourly payContract work- J.P. Morgan Chase is seeking a Private Client Advisor in Wealth Management to offer comprehensive financial planning and advice to individuals and families. You will build relationships and provide advised solutions and referrals to deepen client engagement, while embracing...
- ...you will be part of our manufacturing finance team, providing financial support for various company functions: Monthly/quarterly... ...accounts A discretionary annual bonus program, or for field sales representatives, a sales-based incentive plan Stock-based long-term...Flexible hours
- Amgen is seeking a Senior Associate Finance for their manufacturing finance team in New Albany, Ohio. The role involves providing financial support for various functions, including expense forecasting and budgeting and conducting financial analyses to aid business decisions...
- ...business planning and decision‑making and modeling of various financial scenarios Conduct business analyses on current, future and... ...accounts A discretionary annual bonus program (or for field sales representatives, a sales‑based incentive plan) Stock‑based long‑term...Flexible hours
- JPMorgan Chase & Co. in New Albany, Ohio is looking for a Private Client Advisor to provide comprehensive financial planning to clients. You'll build strong relationships and deliver personalized investment solutions while ensuring an exceptional client experience. The...
- ...Huntington National Bank is seeking a Financial Relationship Banker in the United States. The role focuses on retaining and expanding consumer and business customer relationships by identifying financial goals and recommending deposit, loan, and other banking products...
0101 The Huntington National Bank
Gahanna, OH2 days ago - ...while utilizing a consultative sales process to proactively provide solutions to assist new and existing customers in achieving their financial goals. The PB I also provides sales, service and operational support to the retail banking team. The PB I demonstrates Civista...
Civista Bancshares Inc
Gahanna, OH4 days ago $41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
New Albany, OH4 days ago- ...while identifying opportunities to expand current banking relationships. The PB II demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference in the communities that we serve. Key Accountabilities,...
Civista Bank
Blacklick, OH1 day 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
Columbus, OH2 days ago$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
New Albany, OH2 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$41.25k - $68.75k
...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at officeShift workPNC
New Albany, OH3 days ago- ...opportunity for an attorney looking to work on a broad range of financing transactions while representing lenders, borrowers, private equity sponsors, debt funds, and financial institutions on complex credit facilities and secured lending matters. The ideal candidate...
Direct Counsel
Blacklick, OH5 days ago - ...working full or part-time! Our mission is to serve our members' financial needs to create a stronger community. Join our team and you... ...customer needs; directing customers to lobby and partner representatives. Conform/Comply with all applicable Telhio policies, procedures...Full timePart timeFor contractorsLocal areaImmediate startMonday to Friday
Telhio Credit Union
Gahanna, OH4 days ago - Amgen is seeking a Senior Associate Finance in New Albany, Ohio. This role requires a strong background in cost accounting and financial analysis, leading budgeting and forecasting processes. The ideal candidate will collaborate across teams and support decision-making...Flexible hours
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client...Full timePart time
- ...Meet and/or exceed annual production guidelines Complete financial profiles and accurately analyze customer needs and prepare proposals... ...with FINRA/SEC regulations and requirements (licensed representatives) Monitor client accounts on an ongoing basis Schedule client...Work experience placementWork at office
Opportunities
New Albany, OH3 days ago - ...Senior Financial Services Representative Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence. SmartBank is rooted...Work at officeLocal area
$63.5k - $79.37k
...complex vendor invoices for management approval for contract labor and services. Perform invoice audit review per the contract's financial Terms and Conditions for labor and equipment billing rates, subcontractors, materials, Per Diem, escalation, overheads, etc. Interpret...Daily paidContract workFor subcontractorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Representative. Be the first to apply!
Related searches
- financial advisor New Albany, OH
- financial associate New Albany, OH
- estate planning consultant New Albany, OH
- financial advisor associate New Albany, OH
- financial planning associate New Albany, OH
- financial planning assistant New Albany, OH
- finance associate New Albany, OH
- financial counselor New Albany, OH
- financial planning administrator New Albany, OH
- financial planner New Albany, OH