What are the responsibilities and job description for the Financial Representative position at The Western and Southern Life Insurance Company?
Company Description The Western and Southern Life Insurance Company is a long-established provider of financial solutions, with a heritage of stability and strength dating back to 1888. The company specializes in helping middle-market clients understand complex financial concepts and translate them into practical strategies. Financial Representatives work face-to-face with clients, building personal, attentive relationships that set the organization apart from competitors. A disciplined work ethic, focus on financial results, teamwork, and loyalty define the company’s culture, which emphasizes respect, professionalism, and integrity. The company is domiciled in Cincinnati, Ohio, and operates in most U.S. states, offering a broad footprint for serving customers and supporting associates.
Role Description This full-time Financial Representative role is an on-site position located in Indianapolis, IN. The Financial Representative meets with individuals and families to assess their financial needs and goals, and recommends appropriate insurance, investment, and retirement planning solutions. Day-to-day responsibilities include conducting client appointments, analyzing financial information, presenting tailored proposals, and following up to ensure ongoing service and support. The role involves building and maintaining a personal client base through networking, referrals, and community involvement, while adhering to compliance and company standards. Financial Representatives collaborate with management and peers, leverage training and mentoring, and consistently work toward achieving sales and service targets.
Qualifications
Role Description This full-time Financial Representative role is an on-site position located in Indianapolis, IN. The Financial Representative meets with individuals and families to assess their financial needs and goals, and recommends appropriate insurance, investment, and retirement planning solutions. Day-to-day responsibilities include conducting client appointments, analyzing financial information, presenting tailored proposals, and following up to ensure ongoing service and support. The role involves building and maintaining a personal client base through networking, referrals, and community involvement, while adhering to compliance and company standards. Financial Representatives collaborate with management and peers, leverage training and mentoring, and consistently work toward achieving sales and service targets.
Qualifications
- Ability to provide comprehensive Financial Planning guidance, including assessing client goals and developing personalized strategies.
- Knowledge of Insurance products and concepts, with the ability to explain coverage options and recommend appropriate solutions.
- Understanding of core Finance principles, including budgeting, risk management, and long-term financial goal setting.
- Experience or strong interest in Retirement Planning, including income strategies and protection for later life.
- Familiarity with Investments, such as mutual funds and other vehicles, and the ability to discuss risk and return with clients.
- Strong interpersonal, communication, and presentation skills, with the ability to build trust and long-term client relationships.
- Self-motivated work style with goal orientation, time management skills, and comfort working in a sales-driven environment.
- Ability to learn and apply regulatory and compliance requirements; willingness to obtain and maintain applicable licenses (e.g., insurance, securities) as required.
- High school diploma required; bachelor’s degree in finance, business, economics, or a related field is beneficial.
- Prior experience in financial services, sales, or customer-facing roles is an advantage but not mandatory.