The Western and Southern Life Insurance Company · 1 day ago
Financial Representative
Miramar, FL
Full-time
Onsite
New Grad, Entry LevelThe Western and Southern Life Insurance Company is seeking a Financial Representative to meet the financial needs of middle-income clients through risk protection, financial security, and wealth creation. The role involves educating clients, analyzing their needs, and recommending suitable financial solutions while maintaining strong client relationships.
Insurance
Responsibilities
Identify market(s) and develop appropriate marketing plan
Prospect and network for middle-market clients by identification of 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 for continuous professional development of the skills and knowledge to effectively perform the duties of the job
Accurately maintain client and company records, payments, etc., in a timely manner
Operate an automobile during both day and night hours
Qualification
Required
High level of integrity
Strong work ethic and willing 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, complete collaborative discovery with client, and sell tailored solutions
The ability to influence others to take needed action
Demonstrate personal drive and resilience to achieve goals
Willing and able to network for new clients
Minimum high school diploma or equivalent; college degree preferred
Working knowledge of word processing and spreadsheet applications
Working knowledge of internet and email
Obtain and hold State Life and Health license prior to hire
Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment
Access to an automobile and ability to maintain a valid driver's license
Preferred
College degree preferred
Company
The Western and Southern Life Insurance Company
Financial products and concepts can be overwhelmingly complex.
Founded in 1888
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Meek
Vice President and Chief Financial Officer - W&S Agency Group
Recent News
2025-07-30
Company data provided by crunchbase