Financial Representative at The Western and Southern Life Insurance Company Financial Representative at The Western and Southern Life Insurance Company in North Ridgeville, Ohio Posted in 2 days ago.

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full-time Company Description The Western and Southern Life Insurance Company helps individuals and families navigate complex financial concepts by translating them into clear, practical solutions. The company focuses on serving middle-market clients through face-to-face relationships that emphasize understanding customer needs and long-term goals. With roots dating back to 1888, Western & Southern Life is recognized for its financial stability, disciplined work ethic, and strong culture of integrity, teamwork, and loyalty. Financial Representatives are supported by experienced managers who provide coaching and operational support, contributing to a respectful and professional work environment. The company is domiciled in Cincinnati, Ohio, and operates in most U.S. states, offering a broad reach for clients and career opportunities. Role Description This is a full-time, on-site Financial Representative role based in Elyria, OH. The Financial Representative meets with clients in person to assess their financial needs, explain complex financial concepts, and present insurance, investment, and retirement planning solutions appropriate to their goals. Daily responsibilities include prospecting and following up with potential clients, conducting needs-based consultations, preparing and delivering tailored financial recommendations, and maintaining ongoing relationships through regular reviews. The role also involves staying informed about company products, industry trends, and regulatory requirements, as well as completing required training and collaborating with managers and peers to achieve sales and service objectives. Qualifications Candidates should possess skills in Financial Planning and Retirement Planning to help clients build comprehensive, goal-based financial strategies. Candidates should possess knowledge of Insurance products to explain coverage options and recommend suitable protection solutions. Candidates should possess a solid understanding of Finance and Investments to discuss savings, accumulation, and wealth-building options with clients. Strong interpersonal, communication, and presentation skills, with the ability to explain financial concepts in clear, accessible language. Customer-focused mindset, with proven ability to build trusting, long-term relationships and provide attentive, follow-up service. Self-motivated work style, with goal orientation, integrity, and discipline in managing time, activity, and personal development. Ability to work on-site in Elyria, OH, including conducting in-person meetings and community-based prospecting. High school diploma required; bachelor's degree in business, finance, or a related field is beneficial. Relevant state insurance licenses and securities registrations (or willingness to obtain them) are preferred.