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Market for the purposes of developing the Western & Southern Life brand at the local level. Conduct all appointments using Western & Southern Life consultative practices and processes.
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OverviewThe 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.
Starting at $39,000 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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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.
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The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
$37,000 - $57,000 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Prospect and network for middle-market clients by identification of qualified names and making initial contacts. Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.) Computer Skills and Knowledge of Hardware & Software RequiredWorking knowledge of word processing and spreadsheet applications.
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Demonstrate personal drive and resilience to achieve goals. Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service. Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
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Working knowledge of word processing and spreadsheet applications. Proactively develop community relationships to cultivate and strengthen presence in target market(s). Effectively plan for and schedule all sales, marketing and service activities for the week and foreseeable future.
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Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions. Access to an automobile and ability to maintain a valid driver’s license.
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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.
$37,000 - $57,000 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Minimum high school diploma or equivalent; college degree preferred. Effective communication skills including listening, speaking and writing. Operate an automobile during both day and night hours. Maintain personal contact with clients to ensure their evolving financial needs are being met.
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Educational Requirements Minimum high school diploma or equivalent; college degree preferred. Position Demands Access to an automobile and ability to maintain a valid driver's license. ResponsibilitiesIdentify market(s) and develop appropriate marketing plan.
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Computer Skills and Knowledge of Hardware & Software Required. Effectively sell insurance and investment solutions. Strong interpersonal, relationship, and influence skills. Obtain and hold State Life and Health license prior to hire.
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Identify market(s) and develop appropriate marketing plan. The ability to influence others to take needed action. Willing and able to network for new clients. Working knowledge of internet and email.
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High level of integrity. Adequately prepare for all appointments through established processes.
$37,000 - $57,000 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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High level of integrity. Adequately prepare for all appointments through established processes.
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Title: representative Company: Western Southern Life
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