Financial Representative

Job overview

The Financial Representative role is onsite in Ontario, CA. The posting lists anticipated annual earnings of $37,000–$57,000 at minimum performance standards after the initial compensation periods. Western & Southern Life is part of Western & Southern Financial Group. The representative works with current and prospective community clients to understand financial needs and goals and recommend relevant solutions, building client relationships through direct service and individualized guidance.

What you'll do

• Work with current and prospective clients in the community, understand their financial needs and goals, and recommend solutions. Complete the four-week training period and subsequent compensation phases described in the posting
• compensation after week 26 varies based on licensure and individual performance.

What we're looking for

Skills & competencies

financial representative

western & southern life

ontario ca

full-time

client relationships

financial needs

product recommendations

training and development

marketing tools

401(k) match

pension plan

medical insurance

dental insurance

Work arrangement

• Weekend coverage required

Benefits & perks

• Medical and dental insurance, Employee Assistance Program, 401(k) with company match, defined benefit pension plan, individualized training and development, marketing tools, and rewards and recognition.

Why this role

Includes individualized training and development, digital and personalized marketing tools, and a variable compensation structure after week 26.

About the employer

Western & Southern Life is hiring for this role. Industry: Insurance Agencies and Brokerages. Sector: 52.