View Our Website View All Jobs

Financial Sales Representative

The purpose of the Financial Representative position at Western & Southern Life is to meet the middle-income client needs for risk protection and financial security 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 and Duties


  • Identify market(s) and develop appropriate marketing plan(s).
  • Prospect for middle-market clients by identifying 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 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 directed at the continuous professional development of the skills and knowledge to effectively perform the duties of the job.
  • Maintain client and company records, payments, etc., in an accurate and timely manner.


Qualifications and Skills


  • High level of integrity
  • Strong work ethic and willingness 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, and create and sell tailored solutions
  • Ability to influence others to take needed action
  • Demonstrated drive and resilience to achieve goals
  • Willing to obtain State Life and Health license
  • High school diploma or equivalent
  • Reliable transportation and ability to maintain a valid driver's license


Benefits and Perks


  • 7- Week Paid Training Program
  • W2 - Employee of the company
  • Full benefits - Medical, dental, vision, 401K, & a defined pension plan
  • Pay for office space, clerical support, & marketing materials
  • Also offer bonuses, incentives, and trips for top performers


Read More

Apply for this position

Apply with Indeed
Attach resume as .pdf, .doc, .docx, .odt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity / Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Veteran/Disability status