Financial Representative

Organization : Name MINNESOTA MN Default: Location : City EDEN PRAIRIE 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 #J-18808-Ljbffr