Financial Representative
Organization : Name :
SACRAMENTO CA
Default : Location : City :
SACRAMENTO
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.
Financial Representative
As a Financial Representative, you will work with current and prospective clients in your community, understand their financial needs and goals, and recommend impactful solutions. Our field offices welcome candidates with a diverse range of backgrounds, including financial services newcomers, milita...
Associate Financial Representative
Associate Financial Representative. This role offers an opportunity to partner with a respected local business and work alongside the Managing Partner and Senior Financial Representative. Our representatives provide financial products to help members protect their families and their futures. Our fin...
Financial Representative
Our representatives provide financial products to help members protect their families and their futures. Our financial representatives are "hometown" professionals who manage their own branch offices and build a business to not only serve their clients, but their communities too. The ideal candidate...
Sales Representative (WFH)
Whether you are an experienced sales representative or a newbie to sales. We help protect families financially, if they have a loved one become critically ill or pass away. The opportunity to grow in our industry, both financially and professionally. ...
Financial Sales Representative
Financial Sales Representative. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a ...
Sales Representative - Work From Home
Work From Home Sales Representative. Whether you are an experienced sales representative or a newbie to sales, we provide training for all our new agents. We help protect families financially if they have a loved one become critically ill or pass away. The opportunity to grow in our industry, both f...
Sales Representative
Portland, Oregon-based WFG National Title Insurance Company (WFG), a Williston Financial Group company, is a new breed of national real estate service providers and title insurance companies powered by innovation and collaboration. WFG enjoys a Financial Stability Rating of A’ (A prime) as assigned ...
WORK FROM YOUR HOME BASED OFFICE - SALES REPRESENTATIVE - hiring now
Whether you are an experienced sales representative or a newbie to sales. We help protect families financially, if they have a loved one become critically ill or pass away. The opportunity to grow in our industry, both financially and professionally. ...
Life Insurance Sales Representative - Take Control of Your Future Now!
Apply now to enjoy a rewarding and fulfilling career as a Life Insurance Sales Professional! Our agency seeks to make positive impacts in communities across the country by helping to protect families from financial turmoil. Clients reach out to us daily for financial peace of mind, specifically in t...
Work From Home Sales Representative
Whether you are an experienced sales representative or a newbie to sales. We help protect families financially, if they have a loved one become critically ill or pass away. The opportunity to grow in our industry, both financially and professionally. ...