Financial Representative
Western & Southern Life Insurance
Houston, TX US
Posted ago
Western & Southern Life Insurance

We are looking for a financial representative with an entrepreneurial spirit and amazing customer service skills to join our fast-growing business and help our clients achieve their financial goals. You’ll help new customers navigate the financial process and help identify the right products that meet their needs. You’ll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. To do your best work, our team gives you the training, support, and freedom you need to succeed in this role. If the thought of coming to work every day and making a positive impact on our clients’ lives motivates you, we’d love to get in touch.

Who We Are: Recognized by FORTUNE as one of the “World’s Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success.

With over 50% of American’s citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!

Responsibilities
  • Commit to remaining educated about the financial industry and any changes that may impact your clients
  • Customize financial plans for each client based on their evolving financial needs
  • Determine each client’s financial status to provide strategic recommendations for products, plans, investments, and other methods to help clients achieve their financial goals
  • Grow new business by generating a prospective customer base and advertise our financial products via referrals
  • Maintain long-term relationships with clients to provide continued excellent service and remain in mind should clients have new financial needs
Qualifications
  • Bachelor’s degree in finance, business administration, or similarly related field is recommended but not required
  • Displays excellent communication and interpersonal skills with a strong work ethic and integrity
  • Openness to learning about the financial industry and our various products and offerings
  • Should have the ability to market yourself and network with potential clients
Compensation
$70,000 - $100,000 yearly
About Western & Southern Life Insurance

We are a Fortune 500 company and A rated. When you work for Western & Southern, you will learn how to talk to clients and receive some of the best training in the industry. You also will teach your clients about how to minimize the tax impact while accumulating enough money for retirement. You will make a difference in your community and help people prepare for their retirement years. It's a great place to learn and build your career in financial services and you will receive great benefits, including a pension, a matching 401K, and comprehensive health benefits.

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