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Financial Representative

Western & Southern Financial Group | Canada, Canada | Posted March 21, 2026

Position Overview

Overview

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.

Responsibilities

  • Identifies market(s) and develops appropriate marketing plan to sell insurance and investment solutions.
  • Travels throughout market(s) to prospect and network for middle-market clients by identification of potential qualified clients and making initial contacts.
  • Contacts and secures in-person appointments with prospective and existing clients for the purpose of sales, conservation, and service.
  • Adequately prepares for and conduc...

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