Western & Southern Work From Home Jobs Advisor Full Time
Industry: Private
Employment Type: Full Time
Work Hours: 8
Salary: £35 – £45Hour
Location: United Kingdom
Company: Western & Southern Financial Group
Description:
Western & Southern Work From Home Jobs Advisor Full Time
Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern Financial Group product portfolio to clients as a result of a review of their current financial situation and current products held. Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics. Assesses needs of current and prospective clients using established integrity selling techniques and needs analysis systems in an inbound and outbound contact center environment. Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as authorized. Responsible for conducting a thorough needs analysis before making product recommendations to impact persistency of product and client. Establishes and/or builds relationships with current and/or prospective clients assigned. Works with minimal supervision and is responsible for making a defined range of decisions, escalating to senior sales representative and/or assistant manager when necessary and updating senior sales rep/management team on a regular basis.
Western & Southern Work From Home Jobs Advisor Full Time
Responsibilities
What you will do:
Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern product portfolio to clients as a result of a review of their current financial situation and current products held.
Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics.
Assesses needs of current and prospective clients using established integrity selling techniques and needs analysis systems in an inbound and outbound contact center environment.
Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as authorized.
Responsible for conducting a thorough needs analysis before making product recommendations to impact persistency of product and client.
Establishes and/or builds relationships with current and/or prospective clients assigned. Proactively follows up on any potential sale by generating application packets to be sent to the current or prospective client.
Develops new clients through leads, personal contacts (natural market) and referrals, including home office associates.
Conducts follow-up calls to provide additional information and/or assist with application completion as necessary. Conducts periodic reviews of coverage, and provides service and consultation when appropriate.
Responsible for persistency and growth of business by establishing rapport, utilizing integrity selling, conducting needs analysis as necessary and making recommendations in the best interest of the client.
Proactively looks for new sales opportunities, recognizes any obstacles to approaching these opportunities and works with a senior sales representative and/or management to overcome these obstacles.
Implements conservation techniques to minimize the cancellation of policies. Takes personal responsibility for answering policyholders’ requests, inquiries and problems in a timely and professional manner.
Stays current on all products for sale within the representative’s capacity and changes in the insurance industry as it pertains to general licensing requirements.
Promptly reports client concerns and comments regarding products and processes to sales leadership.
Proactively makes suggestions for product or process improvements to better serve our clients.
Promotes and enhances a team environment, always providing what is best for the client. Cooperates with others, shares information and assists others in any way necessary to assure department goals are met.
Performs other duties as assigned
Complies with all policies and standards.
Western & Southern Work From Home Jobs Advisor Full Time
Qualifications
Bachelor’s Degree Or commensurate selection criteria experience. (Required)
Demonstrated experience applying the knowledge, training and skills to uncover clients’ unmet needs and effectively address client situations. (Required)
Demonstrated experience working as part of a team developing cooperation and collaborative work efforts toward solutions that have benefited all parties involved. (Required)
Demonstrated strong client relationship skills and experience successfully handling difficult situations while maintaining a calm and professional demeanor. (Required)
Proven experience adapting and demonstrating flexibility associated with changes to policies/procedures. (Required)
Proven success selling life insurance, other financial services products or similar products.
Demonstrated prior experience as an inbound or outbound representative in a call center.
Proven success proactively learning and developing detailed knowledge of basic products.
Proven strong work ethic demonstrated by a sound work history.
Demonstrated use of strong written and verbal communication skills. Must be able to cite examples of when information was conveyed to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.
Must successfully pass the Life (and Health, as appropriate) licensing exams in home state within two attempts, not to exceed 45 days from the first day of employment. within 30 Days (Required)
FINRA Series 6 & 63 licenses Upon Hire (Preferred)
Work Setting/Position Demands:
Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Performs substantial movement of wrists, hands and fingers for continuous computer work. Extended hours required during peak workloads or special sales events. Shift work (to include evenings or weekends) when necessary.
Western & Southern Work From Home Jobs Advisor Full Time
About the Western & Southern Company :
Western & Southern Financial Group (W&S) is a diversified family of financial services companies based in Cincinnati, Ohio, United States. The company has a long history dating back to its founding in 1888, and it has grown to become one of the strongest life insurance groups in the world. W&S provides a wide range of financial products and services, including life insurance, annuities, mutual funds, and investment management.
W&S operates through various subsidiaries, which include Western & Southern Life, Gerber Life Insurance, Lafayette Life Insurance Company, and Touchstone Investments, among others. The company is known for its financial strength and stability, consistently receiving high ratings from major rating agencies such as A.M. Best, Standard & Poor’s, and Moody’s.
While Western & Southern Financial Group has a significant presence in the United States, its reach extends internationally, including the United Kingdom. In the UK, W&S primarily operates through its subsidiary, W&S Financial Group Distributors, offering a range of investment products and services tailored to the needs of UK investors.
W&S’s commitment to customer service, financial stability, and innovation has made it a trusted name in the financial services industry. The company focuses on helping individuals and businesses achieve their financial goals through a comprehensive suite of products and personalized financial planning services.
In summary, Western & Southern Financial Group is a well-established and financially strong organization with a significant presence both in the United States and internationally, including the United Kingdom. Its diversified portfolio and commitment to excellence make it a key player in the global financial services industry.
Western & Southern Work From Home Jobs Advisor Full Time
Western & Southern Work From Home Jobs Advisor Full Time – SarkariVaccancy
