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- Tasks: Help clients with financial security and wealth creation through tailored solutions.
- Company: Join Western & Southern Life, a trusted name in financial services.
- Benefits: Enjoy flexible hours, professional development, and a supportive work culture.
- Why this job: Make a real impact on people's lives while building your career in finance.
- Qualifications: High school diploma required; college degree preferred. Strong communication and relationship skills needed.
- Other info: Must have a valid driver's license and be willing to network for new clients.
The predicted salary is between 28800 - 48000 £ per year.
The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.
Responsibilities:
- Identify market(s) and develop appropriate marketing plan.
- Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
- Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
- Adequately prepare for all appointments through established processes.
- Conduct all appointments using Western & Southern Life consultative practices and processes.
- Effectively sell insurance and investment solutions.
- Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
- Market for the purposes of developing the Western & Southern Life brand at the local level.
- Proactively develop community relationships to cultivate and strengthen presence in target market(s).
- Maintain personal contact with clients to ensure their evolving financial needs are being met.
- Engage in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.
- Accurately maintain client and company records, payments, etc., in a timely manner.
- Operate an automobile during both day and night hours.
Qualifications:
- High level of integrity.
- Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
- Strong interpersonal, relationship, and influence skills.
- Effective communication skills including listening, speaking and writing.
- Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
- The ability to influence others to take needed action.
- Demonstrate personal drive and resilience to achieve goals.
- Willing and able to network for new clients.
Educational Requirements:
- Minimum high school diploma or equivalent; college degree preferred.
Computer Skills and Knowledge of Hardware & Software Required:
- Working knowledge of word processing and spreadsheet applications.
- Working knowledge of internet and email.
Certifications & Licenses:
- Obtain and hold State Life and Health license prior to hire.
Position Demands:
- Access to an automobile and ability to maintain a valid driver’s license.
Financial Representative employer: Western & Southern Financial Group
Contact Detail:
Western & Southern Financial Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Representative
✨Tip Number 1
Networking is key for a Financial Representative. Attend local events, join community groups, and connect with professionals in the finance industry to build relationships that could lead to potential clients.
✨Tip Number 2
Familiarise yourself with the financial products offered by Western & Southern Life. Understanding these solutions inside out will help you confidently discuss them with clients and tailor your recommendations to their needs.
✨Tip Number 3
Practice your consultative selling techniques. Role-playing with friends or colleagues can help you refine your approach, making you more effective in understanding client needs and presenting solutions.
✨Tip Number 4
Stay updated on market trends and financial news. This knowledge will not only enhance your credibility but also enable you to provide informed advice to clients, positioning you as a trusted Financial Representative.
We think you need these skills to ace Financial Representative
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and qualifications of a Financial Representative. Tailor your application to highlight how your skills and experiences align with the job description.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience, particularly in sales, client relations, and financial services. Use bullet points for clarity and ensure it is well-structured and free of errors.
Write a Strong Cover Letter: In your cover letter, express your passion for helping clients achieve financial security. Provide specific examples of how you've successfully met client needs in the past and demonstrate your understanding of the financial products you'll be selling.
Highlight Your Skills: Emphasise your interpersonal and communication skills, as these are crucial for a Financial Representative. Mention any relevant certifications or licenses you hold, and your willingness to obtain the State Life and Health license if you haven't already.
How to prepare for a job interview at Western & Southern Financial Group
✨Understand the Role
Make sure you have a clear understanding of what a Financial Representative does. Familiarise yourself with the responsibilities outlined in the job description, such as client education and financial solution recommendations. This will help you articulate how your skills align with the role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter and how you would handle them. Be ready to discuss how you would identify client needs and recommend tailored financial solutions. This shows your ability to think critically and apply your knowledge practically.
✨Showcase Your Interpersonal Skills
Since strong interpersonal and relationship-building skills are crucial for this role, prepare examples from your past experiences where you've successfully built relationships or influenced others. This will demonstrate your capability to connect with clients effectively.
✨Demonstrate Your Work Ethic
Be prepared to discuss your work ethic and willingness to go the extra mile. Share examples of times when you've worked flexible hours or taken initiative in your previous roles. This aligns with the company's expectation of a strong work ethic and commitment to client service.
