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Job Requirements of Financial Representative:
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Employment Type:
Full-Time
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Location:
Las Vegas, NV (Onsite)
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Financial Representative
LAS VEGAS NV
Default: Location : City
LAS VEGAS
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
- 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
- Minimum high school diploma or equivalent; college degree preferred
- Working knowledge of word processing and spreadsheet applications
- Working knowledge of internet and email
- 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
- Access to an automobile and ability to maintain a valid driver's license
Recommended Skills
- Communication
- Ethics
- Finance
- Hardworking And Dedicated
- Professional Development
- Sales
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Job ID: g348ppr
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