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Job Profile

Take a closer look at the overall job profile and specific responsibilities and requirements for becoming a Western & Southern Life Financial Representative.

Financial 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.

  • 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 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 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.
  • Operate an automobile during both day and night hours.
  • 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
  • State Life and Health license
  • High school diploma or equivalent
  • Access to an automobile and ability to maintain a valid driver's license

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Last Updated: 12/14/2017