Financial Sales Representative

  • Jul 15, 2020
Full time Insurance

Job Description

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.


Essential Functions of the Job:

  • 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 an accurate and timely manner.
  • Operate an automobile during both day and night hours.


Job Requirements:

  1. High level of integrity
  2. State Life and Health license
  3. Minimum high school diploma or equivalent; college degree preferred
  4. Access to an automobile and ability to maintain a valid driver's license
  5. Strong work ethic and willing to work hours that include weekday evenings and weekend hours
  6. Strong interpersonal, relationship, and influence skills
  7. Effective communication skills including listening, speaking and writing
  8. Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions
  9. The ability to influence others to take needed action
  10. Demonstrate personal drive and resilience to achieve goals
  11. Willing and able to network for new clients