What are the responsibilities and job description for the Financial Representative position at Western & Southern Financial Group?
Company Description
Western & Southern Financial Group, founded in Cincinnati in 1888, is a diversified financial services organization with a strong legacy in life insurance and investment solutions. The group includes multiple affiliated companies specializing in life insurance, annuities, asset management, real estate, brokerage services, and retirement products. As a regulated provider of insurance and investment advisory services, Western & Southern emphasizes stability, compliance, and long-term client relationships. Team members benefit from working within a broad network of financial brands that support professional growth and cross-functional collaboration. More information about the Western & Southern family of companies is available at www.westernsouthern.com.
Role Description
This full-time, on-site Financial Representative role is based in Fort Wayne, IN. The Financial Representative will meet with clients and prospects to assess their financial goals, explain suitable insurance and investment options, and develop personalized financial and retirement plans. Daily responsibilities include conducting financial analyses, presenting product recommendations, following up with clients, and maintaining accurate records in accordance with regulatory and company standards. The role involves building and managing a local client portfolio through networking, referrals, and community engagement, as well as participating in ongoing training on products, compliance, and market trends. The Financial Representative collaborates with internal specialists to deliver comprehensive solutions that support clients’ long-term financial security.
Qualifications
Minimum 2 years of outside sales experience.
- Past college D1 athlete or the like.
- Military background.
- Past business owner.
- High School Diploma (Must Have)
- Bachelor’s degree (Preferred, but not a deal breaker)