Financial Representative

Company Description The Western and Southern Life Insurance Company, established in 1888 and headquartered in Cincinnati, Ohio, is renowned for its financial stability and personalized approach to serving middle-market clients. We specialize in simplifying complex financial products into practical solutions tailored to meet individual needs and goals. Our focus on face-to-face relationships, combined with a legacy of trust and excellence, sets us apart from the competition. Our professional and respectful culture fosters teamwork, passion, and loyalty among associates, ensuring exceptional service for our customers and associates alike. Role Description This is a full-time, on-site role for a Financial Representative based in Jacksonville, FL. Financial Representatives are responsible for providing personalized financial solutions by actively engaging with clients to understand their financial goals. Day-to-day tasks include conducting financial planning consultations, offering insurance and investment options, and assisting clients with retirement planning to improve their long-term financial well-being. This role involves building lasting relationships with clients while working closely with managers for mentorship and professional development. Qualifications Understanding of Financial Planning and Retirement Planning principlesKnowledge of Insurance and InvestmentsBackground in Finance or related disciplinesStrong interpersonal and relationship-building skillsAbility to effectively communicate and present financial concepts to a diverse audienceActive licensure or willingness to obtain required licenses (such as state Life and Health Insurance licenses)Prior experience in sales or client relationship management is a plusSelf-motivated with a results-driven attitude and commitment to customer success