Financial Representative (Cranberry Township, Pennsylvania)
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 driver’s license.
Job Type: Full-time
Salary: $32,282.00 - $131,797.00 per year
Benefits:
401(k)
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Supplemental pay types:
Bonus pay
Commission pay
Weekly day range: Monday to Friday
License/Certification:
- Driver's License (Required)
- PA Life, Accident and Health License (Prior to start)
Work Location: On the road