What are the responsibilities and job description for the Financial Services 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 organization focuses on translating complex financial products and concepts into straightforward, practical solutions for middle-market clients. Financial Services Representatives build personal, face-to-face relationships to understand client needs and help them reach their financial goals. Western & Southern Life supports its sales force through mentoring by Staff Managers and leadership from Agency Managers, fostering a respectful, professional culture based on integrity, loyalty, and teamwork. The company is domiciled in Cincinnati, Ohio and operates in most U.S. jurisdictions, extending its commitment to excellence to both customers and associates.
Role Description This is a full-time, on-site Financial Services Representative role located in Miamisburg, OH. The Financial Services Representative meets with clients in person to understand their financial goals, explain insurance and investment options, and recommend tailored solutions. Daily responsibilities include prospecting and developing new client relationships, conducting needs-based financial reviews, and presenting life insurance, annuity, and other financial products in a clear and compliant manner. The role involves providing ongoing customer service, maintaining accurate records, and following up with clients to adjust solutions as needs change. Representatives collaborate with managers and team members, participate in training, and adhere to company and regulatory guidelines.
Qualifications
- Strong knowledge of Finance and Financial Services to analyze client needs and recommend suitable solutions.
- Understanding of Investments to explain options and support clients in long-term financial planning.
- Experience in Insurance, particularly life and related products, to guide clients through coverage choices.
- Excellent Customer Service skills, including clear communication, relationship building, and follow-through.
- Ability to work in a goal-oriented sales environment, with strong prospecting, presentation, and negotiation skills.
- High level of integrity, professionalism, and commitment to compliant, client-focused advice.
- Comfort meeting clients face-to-face and working on-site in Miamisburg, OH.
- Preferred: Bachelor’s degree in finance, business, economics, or a related field, and relevant state insurance licenses or willingness to obtain them.