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For Companies At a Glance
- 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 in people's lives while building your career in finance.
- Qualifications: High school diploma required; college degree preferred. Strong communication and interpersonal skills needed.
- Other info: Must have access to a car and a valid driver's license.
The predicted salary is between 36000 - 60000 £ per year.
Organization : Name
PORTSMOUTH OH
Default: Location : City
PORTSMOUTH
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 (i.e., Series 6 & 63, CPA, etc.)
- 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
Networking is key for a Financial Representative role. Attend local financial seminars, workshops, or community events to meet potential clients and industry professionals. Building relationships in your community can lead to valuable referrals.
✨Tip Number 2
Familiarise yourself with the financial products you will be selling. Understanding the ins and outs of insurance and investment solutions will help you communicate effectively with clients and build trust. Consider taking online courses or attending training sessions.
✨Tip Number 3
Practice your consultative selling techniques. Role-playing with friends or colleagues can help you refine your approach to client meetings. Focus on listening to their needs and tailoring your solutions accordingly.
✨Tip Number 4
Stay updated on market trends and financial news. This knowledge will not only boost your confidence but also enable you to provide informed advice to your clients. Subscribe to financial newsletters or follow relevant blogs to keep your knowledge fresh.
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 of a Financial Representative. Familiarise yourself with the skills required, such as effective communication and relationship-building, to tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in sales, client relations, or financial services. Use specific examples to demonstrate how you've successfully met client needs or achieved sales goals.
Craft a Compelling Cover Letter: Your cover letter should reflect your understanding of the company's values and mission. Explain why you're passionate about helping clients achieve financial security and how your skills align with the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in this role.
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.
✨Prepare Your Questions
Think of insightful questions to ask during the interview. This shows your interest in the role and helps you understand how the company operates, especially regarding their consultative practices.
✨Demonstrate Your Interpersonal Skills
Since this role requires strong relationship-building abilities, be ready to share examples of how you've successfully built rapport with clients or colleagues in the past.
✨Showcase Your Analytical Skills
Be prepared to discuss how you analyse client needs and tailor solutions. You might want to bring examples of past experiences where you successfully identified a client's needs and provided effective solutions.
