Financial Representative

Role Overview

The Financial Representative meets the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions.

What You Will Do

Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions, travels to prospect and network for middle-market clients, and effectively sells insurance and investment solutions.

Why It Might Be a Fit

Must have strong interpersonal and relationship-building skills, ability to analyze financial information, and ability to lead, coordinate and develop an effective client contact strategy.

Requirements

• High School Diploma
• Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations
• Proven strong work ethic and demonstrated ability to drive for results
• Must be able to provide proof that you either (a) have your life and health license for the state in which your Agency Office is located; or (b) passed the life and health examination for the state in which the office is located and have submitted an application for licensure to the state upon hire
• Must possess and maintain a life and health license within 30 Days