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Job Title:

Financial Representative

Job Post ID:


Posted Until:







1st Shift


Full Time


Finance / Insurance

Job Description:

Financial Representative
*Job Description
Western and Southern has an excellent opportunity for a Financial Representative in our Bloomingdale office.

Our agents help our middle market customers meet their financial goals using a robust portfolio of solutions. As part of our Sales team, you will:

Provide professional advice to your clients, meeting multiple financial goals, with a comprehensive and top-notch line of financial products and services.
Serve as a dependable advisor who helps to provide financial solutions to the right people, in the right way, for the right reasons.
Have access to professional selling tools, and approachable sales leaders – from the manager to the CEO.
Experience multiple opportunities for professional development in sales or move into management in our locations throughout the country.
Compensation & Benefits

Compensation – A compensation plan that truly rewards results with unlimited earning potential.
Benefits – A competitive benefits package, including medical, dental, company-funded benefit pension plan, long term incentive rewards, and a generous 401(k) match.
Training – Comprehensive product and sales training
Market – Access to a growing market segment with increasing demand.
A Proven Method – A position that offers a great deal of flexibility while working in a structured process proven to result in sales.
Strength – The backing a company consistently recognized for its financial stability, operating performance, and our 120+ years of financial strength and stability.
Preferred Skills & Experience

Job Requirements:

Our most successful Sales professionals have many of the following skills, abilities and competencies:

Strong interpersonal, relationship, and influence skills
Effective communication skills including listening, speaking and writing
The ability to work a flexible schedule that may include weekday evenings and weekend hours
The ability to meet or exceed aggressive sales goals
Solid sales presentation skills and the ability to close a sale
The ability to prospect leads and build a sales pipeline
Experience in retail sales or customer service


Medical Insurance
Dental Insurance
Life Insurance
Paid Vacation
Retirement Plan
Incentive Pay
Other benefits

Company Information

Western & Southern Financial Group has over a 130-year heritage of meeting the financial stability needs of our customers — individuals, families, businesses, foundations and nonprofits — with a wide range of insurance, investment and retirement solutions through an ever-growing distribution system. Our family of companies continues to grow and diversify, fortifying our financial foundation and embracing new opportunities to meet your needs through superior service and an ever expanding range of insurance, investment and retirement solutions. No matter which of our member companies serves your needs, we are committed to helping you protect what matters for a secure financial future.

Application Instructions:

Instructions for completing the Gateway questionnaire and assessment
1. Go to
2. On the welcome screen put in Midwest Office then click search
3. Click on the blue “Financial Representative” link below the “Midwest” Office location
4. Review the job description and click "Apply to Job
5. Click on “Don’t have an account yet” link to create your user name and password.
Make sure to note your username and password for future reference.
6 Click on continue to the first section of the assessment.
7. After the first section click “Take Assessments” then click “Start”
8. Fill out the required fields to register and click “Next”
9. Read and agree to the Acknowledgement and click “Confirm”
10.Proceed with the demographic questions and click “Submit”
11.You will see “Sections to Complete” in the first box “Start” after practice questions read the
directions and “Start Questionnaire” it is timed for 10 minutes.
12. The second section click “Continue” this is not timed
13 After you have completed all questions click “Submit” Then the final verification screen “Submit” a second time Click “Submit” to complete the entire assessment.

Other Information: