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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 on 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
DOVER-NEW PHILADELPHIA OH
Default: Location : City
DOVER
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 in the financial sector. Attend local events or join community groups where you can meet potential clients and other professionals. Building relationships will help you establish trust and credibility.
✨Tip Number 2
Familiarise yourself with the financial products offered by Western & Southern Life. Understanding these solutions inside out will enable you to confidently discuss them 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, ensuring you ask the right questions and listen effectively to client needs during appointments.
✨Tip Number 4
Stay updated on industry trends and regulations. This knowledge not only boosts your confidence but also positions you as a knowledgeable resource for your clients, making it easier to build long-term relationships.
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 management, or financial services. Use specific examples to demonstrate how you've successfully met client needs in the past.
Craft a Compelling Cover Letter: Write a personalised cover letter that showcases your passion for helping clients achieve financial security. Mention your understanding of the market and how you plan to develop community relationships to strengthen the brand.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that your writing is clear and professional, reflecting your strong communication skills.
How to prepare for a job interview at Western & Southern Financial Group
✨Understand the Role
Before the interview, make sure you thoroughly understand the responsibilities of a Financial Representative. Familiarise yourself with the key tasks such as identifying markets, prospecting clients, and providing tailored financial solutions.
✨Showcase Your Communication Skills
Effective communication is crucial in this role. During the interview, demonstrate your listening and speaking skills by engaging actively with the interviewer. Be clear and concise when discussing your experiences and how they relate to the job.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and ethical decision-making. Prepare examples from your past experiences where you successfully identified client needs and provided effective solutions.
✨Highlight Your Networking Abilities
Networking is essential for a Financial Representative. Share specific instances where you've successfully built relationships or expanded your client base. This will show your potential employer that you can effectively cultivate community relationships.
