Financial Representative

  • Share :

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.
  • Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.

Position Demands

  • Access to an automobile and ability to maintain a valid drivers license.

Read the full job description and apply online on the recuiter's web-site

Find Jobs Hiring Now Near You!

Get Jobilize Mobile App

Get Jobilize Job Search Mobile App Now

Receive real-time job alerts and never miss the right job again

Get it on Google Play Download on the App Store
Senior Network Engineer

LHH

  • United States - CA - CA - Chino

  • May 29, 2024


LHH Recruitment Solutions is looking for a Senior Network Engineer. In this role, you will be responsible for a range of technical and operational tasks related to network infrastructure. You will have the opportunity to work with a variety of networking technologies and collaborate with different...


Travel Occupational Therapist 2 040 per week

Core Medical Group

  • United States - CA - CA - perris

  • March 18, 2024


Core Medical Group is seeking a travel Occupational Therapist for a travel job in Perris, California. & Requirements • Specialty: Occupational Therapist • Discipline: Therapy • Start Date: 06/04/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours • Employment Type: Travel Client in CA...


Behavior Technician - Daytime Hours

ABS Kids


Immediate positions available to work with children with autism spectrum disorder and their families! • At ABS Kids we find our purpose in the wow moments our clients experience each day, learning new skills and reaching new goals. Join us as a Behavior Technician and discover wow for yourself in...


Travel CT Technologist 2 511 per week

Host Healthcare

  • United States - CA - CA - wildomar

  • May 14, 2024


Host Healthcare is seeking a travel CT Technologist for a travel job in Wildomar, California. & Requirements • Specialty: CT Technologist • Discipline: Allied Health Professional • Start Date: 06/03/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel...


Travel Registered Respiratory Therapist 2 025 per week

Cross Country Allied

  • United States - CA - CA - eureka

  • May 19, 2024


Cross Country Allied is seeking a travel Registered Respiratory Therapist for a travel job in Eureka, California. & Requirements • Specialty: Registered Respiratory Therapist • Discipline: Allied Health Professional • Start Date: 06/24/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours,...


Senior Network Engineer

LHH


LHH Recruitment Solutions is looking for a Senior Network Engineer. In this role, you will be responsible for a range of technical and operational tasks related to network infrastructure. You will have the opportunity to work with a variety of networking technologies and collaborate with different...


Travel Nurse RN - Telemetry 2 044 per week

Skyline Med Staff Nursing

  • United States - CA - CA - redding

  • May 25, 2024


Skyline Med Staff Nursing is seeking a travel nurse RN Telemetry for a travel nursing job in Redding, California. & Requirements • Specialty: Telemetry • Discipline: RN • Start Date: 06/17/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type: Travel Weekly amount...


Senior Network Engineer

LHH


LHH Recruitment Solutions is looking for a Senior Network Engineer. In this role, you will be responsible for a range of technical and operational tasks related to network infrastructure. You will have the opportunity to work with a variety of networking technologies and collaborate with different...


Travel Physical Therapist 2 313 per week

ALOIS Healthcare

  • United States - CA - CA - pinole

  • May 20, 2024


ALOIS Healthcare is seeking a travel Physical Therapist for a travel job in Pinole, California. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: ASAP • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel The responsibilities of a...


Travel Clinical Lab Scientist CLS 2 268 per week

AB Staffing Solutions

  • United States - CA - CA - portola

  • May 23, 2024


AB Staffing Solutions is seeking a travel Clinical Lab Scientist (CLS) for a travel job in Portola, California. & Requirements • Specialty: Clinical Lab Scientist (CLS) • Discipline: Allied Health Professional • Duration: 13 weeks • 40 hours per week • Shift: 8 hours • Employment Type: Travel AB...


Travel Nurse RN - Case Management - COVID19 2 566 per week

Stability Healthcare

  • United States - CA - CA - willits

  • May 28, 2024


Stability Healthcare is seeking a travel nurse RN Case Management for a travel nursing job in Willits, California. & Requirements • Specialty: Case Management • Discipline: RN • Start Date: 06/24/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel *$600...


Travel Cath Lab Technologist 2 632 per week

Magnet Medical

  • United States - CA - CA - fresno

  • May 3, 2024


Magnet Medical is seeking a travel Cath Lab Technologist for a travel job in Fresno, California. & Requirements • Specialty: Cath Lab Technologist • Discipline: Allied Health Professional • Start Date: 06/23/2024 • Duration: 13 weeks • 36 hours per week • Shift: 12 hours, days • Employment Type:...


Senior Network Engineer

LHH


LHH Recruitment Solutions is looking for a Senior Network Engineer. In this role, you will be responsible for a range of technical and operational tasks related to network infrastructure. You will have the opportunity to work with a variety of networking technologies and collaborate with different...


Behavior Technician - Midday Hours

ABS Kids

  • United States - CA - CA - Ventura

  • May 14, 2024


Immediate positions available to work with children with autism spectrum disorder and their families! • At ABS Kids we find our purpose in the wow moments our clients experience each day, learning new skills and reaching new goals. Join us as a Behavior Technician and discover wow for yourself in...


Senior Network Engineer

LHH

  • United States - CA - CA - Lakewood

  • May 29, 2024


LHH Recruitment Solutions is looking for a Senior Network Engineer. In this role, you will be responsible for a range of technical and operational tasks related to network infrastructure. You will have the opportunity to work with a variety of networking technologies and collaborate with different...


Behavior Technician - Midday Hours

ABS Kids

  • United States - CA - CA - Oak View

  • May 14, 2024


Immediate positions available to work with children with autism spectrum disorder and their families! • At ABS Kids we find our purpose in the wow moments our clients experience each day, learning new skills and reaching new goals. Join us as a Behavior Technician and discover wow for yourself in...


Senior Network Engineer

LHH

  • United States - CA - CA - Hawthorne

  • May 29, 2024


LHH Recruitment Solutions is looking for a Senior Network Engineer. In this role, you will be responsible for a range of technical and operational tasks related to network infrastructure. You will have the opportunity to work with a variety of networking technologies and collaborate with different...


Travel Nurse RN - Labor and Delivery 2 800 per week

Aureus Medical Group Nursing

  • United States - CA - CA - tracy

  • May 29, 2024


Aureus Medical Group - Nursing is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Tracy, California. & Requirements • Specialty: Labor and Delivery • Discipline: RN • Start Date: ASAP • Duration: 16 weeks • 36 hours per week • Shift: 12 hours, nights • Employment Type:...


Travel Nurse RN - ICU - Intensive Care Unit 2 380 per week

Aureus Medical Group Nursing

  • United States - CA - CA - modesto

  • May 30, 2024


Aureus Medical Group - Nursing is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Modesto, California. & Requirements • Specialty: ICU - Intensive Care Unit • Discipline: RN • Start Date: ASAP • Duration: 16 weeks • 36 hours per week • Shift: 12 hours, nights •...


Travel Physical Therapist 1 863 per week

Wellspring Nurse Source

  • United States - CA - CA - santa cruz

  • May 17, 2024


Wellspring Nurse Source is seeking a travel Physical Therapist for a travel job in Santa Cruz, California. & Requirements • Specialty: • Physical Therapist • Discipline: • Therapy • Start Date: • ASAP • Duration: • 13 weeks • 40 hours per week • Shift: • 8 hours, days • Employment Type: • Travel...


Senior Network Engineer

LHH

  • United States - CA - CA - Union City

  • May 29, 2024


LHH Recruitment Solutions is looking for a Senior Network Engineer. In this role, you will be responsible for a range of technical and operational tasks related to network infrastructure. You will have the opportunity to work with a variety of networking technologies and collaborate with different...


Travel Physical Therapist 2 180 per week

Cross Country Allied

  • United States - CA - CA - san ramon

  • May 20, 2024


Cross Country Allied is seeking a travel Physical Therapist for a travel job in San Ramon, California. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: 06/17/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel As a home...


Travel Physical Therapist 2 227 per week

OneStaff Medical

  • United States - CA - CA - petaluma

  • April 26, 2024


OneStaff Medical is seeking a travel Physical Therapist for a travel job in Petaluma, California. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: ASAP • Duration: 13 weeks • 36 hours per week • Shift: 8 hours • Employment Type: Travel Physical Therapists are key to...


Senior Network Engineer

LHH


LHH Recruitment Solutions is looking for a Senior Network Engineer. In this role, you will be responsible for a range of technical and operational tasks related to network infrastructure. You will have the opportunity to work with a variety of networking technologies and collaborate with different...


Travel Physical Therapist 2 515 per week

Focus Staff


Focus Staff is seeking a travel Physical Therapist for a travel job in Rancho Mirage, California. & Requirements • Specialty: Physical Therapist • Discipline: Therapy • Start Date: 06/10/2024 • Duration: 13 weeks • 40 hours per week • Shift: 8 hours, days • Employment Type: Travel Focus Staff is...


Registered Nurse RN - ICU - Per Diem 11am - 5pm

St Francis Hospital

  • United States - CA - CA - Lynwood

  • May 30, 2024


Overview • St. Francis Medical Center is one of the leading comprehensive healthcare institutions serving Southeast Los Angeles. St. Francis is dedicated to providing vital healthcare services for the 700,000 adults and 300,000 children who count on the hospital for high quality and compassionate...


Behavior Technician - Afternoon Hours

ABS Kids


Immediate positions available to work with children with autism spectrum disorder and their families! • At ABS Kids we find our purpose in the wow moments our clients experience each day, learning new skills and reaching new goals. Join us as a Behavior Technician and discover wow for yourself in...