Financial Representative

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  "location": {
    "raw": "COLUMBUS, IN, US",
    "city": "COLUMBUS",
    "region": "IN",
    "country": "United States",
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    "countries": [
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  "salary_period": "week",
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  "json_ld": {
    "url": "https://salescareers-westernsouthern.icims.com/jobs/24248/financial-representative/job",
    "@type": "JobPosting",
    "title": "Financial Representative",
    "@context": "http://schema.org",
    "datePosted": "2026-01-05T05:00:00.000Z",
    "description": "<h2>Organization : Name</h2>COLUMBUS IN\n<h2>Default: Location : City</h2>COLUMBUS\n<h2>Overview</h2>\n<p>The purpose of the Financial Representative is to meet 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. A Financial Representative must educate their clients, assess their clients' needs, and sell financial solutions in an ethical and client-focused manner, always selling the right way and for the right reasons.</p>\n<h2>Responsibilities</h2>\n<p> </p>\n<ul>\n <li>Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.</li>\n <li>Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.</li>\n <li>Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.</li>\n <li>Adequately prepares for and conducts all appointments using Western & Southern Life consultative practices and processes.</li>\n <li>Effectively sells insurance and investment solutions.</li>\n <li>Effectively plans for and schedules all sales, marketing, and service activities for the week and foreseeable future.</li>\n <li>Markets for the purposes of developing the Western & Southern Life brand at the local level.</li>\n <li>Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).</li>\n <li>Maintains personal contact with clients to ensure their evolving financial needs are being met.</li>\n <li>Engages in activities for continuous professional development of the skills and knowledge to effectively perform the duties of the job.</li>\n <li>Accurately maintains client and company records, payments, etc., in an accurate and timely manner.</li>\n <li>Must have reliable transportation, maintain a driver's license, and have at least the minimum amount of auto insurance required by your state.</li>\n <li>Performs other duties as assigned.</li>\n <li>Complies with all policies and standards.</li>\n</ul>\n<h2>Qualifications</h2>\n<ul>\n <li>High School Diploma. - Required</li>\n <li>Bachelor's Degree. - Preferred</li>\n <li>Relevant experience. - Preferred</li>\n <li>Proven experience effectively influencing a group to a recommended course of action. - Preferred</li>\n <li>Demonstrated experience setting professional goals, and successfully implementing and achieving those goals. - Preferred</li>\n <li>Demonstrated experience working within a team composed of associates who are at various levels of experience. - Preferred</li>\n <li>Upholds the highest level of integrity regarding compliance with all Company ethics, privacy policies and industry regulations. - Required</li>\n <li>Proven strong work ethic and demonstrated ability to drive for results. - Required</li>\n <li>Demonstrated strong interpersonal and relationship-building skills, including demonstrated experience identifying and quantifying obstacles and providing effective resolutions. - Preferred</li>\n <li>Ability to analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives. - Preferred</li>\n <li>Ability to lead, coordinate and develop an effective client contact strategy and identify new opportunities for business. - Preferred</li>\n <li>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 - Required</li>\n <li>Must possess and maintain a life and health license within 30 Days - Required</li>\n</ul>\n<p><strong>Work Setting/Position Demands:</strong></p>\n<p> </p>\n<ul>\n <li>This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.</li>\n <li>Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.</li>\n <li>Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.</li>\n <li>Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.</li>\n <li>Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions</li>\n <li>Extended hours required during peak workloads or special projects/events.</li>\n <li>Routine and/or extended after hours work needed</li>\n</ul>\n<p><strong>Travel Requirements:</strong></p>\n<p> </p>\n<ul>\n <li>None</li>\n</ul>",
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        "@type": "Place",
        "address": {
          "@type": "PostalAddress",
          "postalCode": "47203",
          "addressRegion": "IN",
          "streetAddress": "3007 25TH ST STE F",
          "addressCountry": "US",
          "addressLocality": "COLUMBUS",
          "postOfficeBoxNumber": "UNAVAILABLE"
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    "validThrough": "2027-01-05T05:00:00.000Z",
    "employmentType": "OTHER",
    "hiringOrganization": {
      "name": "Western & Southern Life",
      "@type": "Organization",
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