Financial Representative at Name

Location: Cincinnati, Ohio · West Chester Township, Ohio
Type: Full-time
Posted: Jan 5, 2026

Description

The Financial Representative at Name in Cincinnati North, OH / West Chester, OH is responsible for meeting the financial needs of middle-income clients. This involves educating clients, analyzing their needs, and recommending ethical and client-focused solutions for risk protection, financial security, and wealth creation. The role requires identifying markets, developing marketing plans, prospecting for clients, and effectively selling insurance and investment solutions. Continuous professional development, maintaining client relationships, and accurate record-keeping are also key responsibilities.

Required Skills

Financial Planning
Sales
Networking
Client Relationship Management
Risk Management
Wealth Management
Insurance

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.
Access to an automobile and ability to maintain a valid driver’s license.
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.