Financial Representative
The Western and Southern Life Insurance Company, New York, NY, United States
The Western and Southern Life Insurance Company has been a trusted provider of financial solutions since 1888, recognized for its long-standing heritage of stability and strength. We specialize in delivering personalized financial strategies to middle-market clients, simplifying complex financial concepts to meet their unique needs and goals. Our success is built on a culture of integrity, teamwork, and dedication, supported by a professional sales force that maintains attentive, face-to-face relationships with customers. With headquarters in Cincinnati, Ohio, we are committed to excellence for both our customers and associates, fostering loyalty through meaningful relationships and disciplined work ethics.
Role Description This is a full-time, on-site role for a Financial Representative based in Peachtree Corners, GA. The Financial Representative will meet with clients to analyze their needs and provide tailored solutions in areas such as financial planning, retirement planning, insurance, and investments. Day-to-day responsibilities include developing client relationships, educating them on financial products, and delivering customized strategies to help achieve their financial goals. The role involves assessing market trends, maintaining compliance with regulations, and working collaboratively with managers to ensure exceptional customer service.
Qualifications
Knowledge and expertise in Financial Planning and Retirement Planning
Understanding of Investments and Finance
Experience or familiarity with Insurance products
Strong communication and interpersonal skills
Ability to build and maintain client relationships with integrity and professionalism
Bachelor's degree in finance, economics, business, or a related field is preferred
Licensure in financial products and services is desirable (or willingness to obtain)
Strong analytical and problem-solving abilities
Proactive attitude with excellent time management and organizational skills
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Role Description This is a full-time, on-site role for a Financial Representative based in Peachtree Corners, GA. The Financial Representative will meet with clients to analyze their needs and provide tailored solutions in areas such as financial planning, retirement planning, insurance, and investments. Day-to-day responsibilities include developing client relationships, educating them on financial products, and delivering customized strategies to help achieve their financial goals. The role involves assessing market trends, maintaining compliance with regulations, and working collaboratively with managers to ensure exceptional customer service.
Qualifications
Knowledge and expertise in Financial Planning and Retirement Planning
Understanding of Investments and Finance
Experience or familiarity with Insurance products
Strong communication and interpersonal skills
Ability to build and maintain client relationships with integrity and professionalism
Bachelor's degree in finance, economics, business, or a related field is preferred
Licensure in financial products and services is desirable (or willingness to obtain)
Strong analytical and problem-solving abilities
Proactive attitude with excellent time management and organizational skills
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