Financial Representative - Western & Southern Life

Organization : Name:GREATER LOS ANGELES AGENCY CADefault: Location : City:CERRITOSOverview:

As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, to include life insurance, so that they can protect what matters most.

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.

Note: As a financial services company, Western & Southern is subject to various laws and regulations that impose restrictions or prohibitions for employment due to criminal history, including the Violent Crime Control and Enforcement Act of 1994, 18 U.S.C. §§1033-1034 that restricts an employer from employing a conviction for a felony involving dishonesty or breach of trust.