Financial Solutions Consultant
Western & Southern
Western & Southern Life in Charlotte is seeking a Financial Representative focused on helping middle-income clients with risk protection, financial security, and wealth creation. You will assess client needs and recommend suitable insurance and investment solutions while upholding ethical standards. In this role you will travel within the market to prospect, set appointments, educate clients, build relationships, and maintain accurate records to ensure ongoing client satisfaction and retention. #J-18808-Ljbffr Western & Southern
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- ...Financial RepresentativeThe purpose of the Financial Representative is to meet the needs... ...and selling the corresponding financial solutions. A Financial Representative must... ...appointments using Western & Southern Life consultative practices and processes.Effectively sells...Work at officeLocal area
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...is a next-generation, global management consulting group. Founded in 1999, we were born... ...transformation, IT & digital strategy.Financial Institutions have drastically changed over... ...faster, think deeper , and deliver smarter solutions and meaningful transformation across...Work experience placementWork at officeImmediate startWorldwide3 days per week
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