Financial Representative at Name

Location: Findlay, Ohio
Posted: Jan 5, 2026

Description

The Financial Representative at Name in Findlay, OH, is responsible for meeting the financial needs of middle-income clients by providing risk protection, financial security, and wealth creation solutions. This involves educating clients, analyzing their needs, recommending suitable solutions ethically, and maintaining client relationships. The role requires strong sales, marketing, and networking skills, as well as continuous professional development.

Required Skills

Networking
Sales
Marketing
Client Relationship Management
Financial Analysis
Communication
Word Processing
Spreadsheet
Internet

Additional Information

Minimum Education: High school diploma or equivalent; college degree preferred.
Required Previous Experiences: Obtain and hold State Life and Health license prior to hire.
Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.
Preferred Qualifications: High level of integrity.
Strong work ethic and willing to work hours that include weekday evenings and weekend hours.
Strong interpersonal, relationship, and influence skills.
Effective communication skills including listening, speaking and writing.
Ability to analyze client needs, understand financial products, complete collaborative discovery with client, and sell tailored solutions.
The ability to influence others to take needed action.
Demonstrate personal drive and resilience to achieve goals.
Willing and able to network for new clients.
Working knowledge of word processing and spreadsheet applications.
Working knowledge of internet and email.

About Name

Name

InformationDenver, CO, US

Name.com, Inc is a leading domain registrar and web services company providing domain name registration, SSL certificates, website hosting, and related services.