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For Companies At a Glance
- Tasks: Help clients with financial security and wealth creation through tailored solutions.
- Company: Join a reputable firm focused on ethical financial services and community impact.
- Benefits: Enjoy flexible hours, professional development, and the chance to build your network.
- Why this job: Make a real difference in people's lives while growing your skills and career.
- Qualifications: High school diploma required; college degree preferred, along with strong communication skills.
- Other info: Must have access to a car and be willing to work evenings and weekends.
The predicted salary is between 36000 - 60000 £ per year.
Organization : Name
STOCKTON CA
Default: Location : City
STOCKTON
Overview
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.
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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
Network actively within your community to build relationships with potential clients. Attend local events, join community groups, and engage in conversations that can lead to referrals.
✨Tip Number 2
Familiarise yourself with the financial products offered by Western & Southern Life. Understanding these solutions will help you communicate effectively with clients and tailor your recommendations to their needs.
✨Tip Number 3
Practice your consultative selling techniques. Role-playing with a friend or mentor can help you refine your approach and boost your confidence when meeting with clients.
✨Tip Number 4
Stay updated on industry trends and financial news. This knowledge will not only enhance your credibility but also enable you to provide informed advice to your clients.
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 these requirements.
Craft a Compelling CV: Your CV should clearly showcase your relevant experience, particularly in sales, client relations, and financial services. Use quantifiable achievements to demonstrate your success in previous roles.
Write a Strong Cover Letter: In your cover letter, express your passion for helping clients achieve financial security. Highlight your interpersonal skills and any relevant experience that showcases your ability to build relationships and influence others.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Western & Southern Financial Group
✨Research the Company
Before your interview, take some time to learn about the company and its values. Understanding their mission and how they serve their clients will help you align your answers with their expectations.
✨Prepare for Common Questions
Anticipate questions related to financial products and client interactions. Be ready to discuss your approach to identifying client needs and how you would recommend tailored solutions.
✨Showcase Your Interpersonal Skills
As a Financial Representative, strong interpersonal skills are crucial. During the interview, demonstrate your ability to build relationships and communicate effectively by engaging with the interviewer and asking insightful questions.
✨Highlight Your Work Ethic
Emphasise your willingness to work flexible hours and your commitment to continuous professional development. Share examples of how you've gone above and beyond in previous roles to meet client needs.
