Financial Representative at Name

Location: Youngstown, Ohio
Type: Full-time
Posted: Jan 5, 2026

Description

The Financial Representative at Name in Youngstown, OH, focuses on addressing the financial needs of middle-income clients. This involves educating them on risk protection, financial security, and wealth creation, analyzing their specific needs, and recommending suitable ethical and client-focused solutions. The role emphasizes providing appropriate financial solutions to the right individuals.

Required Skills

Financial planning
Risk management
Wealth creation
Client analysis
Sales
Networking
Marketing
Record keeping
Microsoft Office
Internet
Email

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: Strong work ethic and willingness to work evenings and weekends.
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.
Ability to influence others to take needed action.
Personal drive and resilience to achieve goals.
Willingness and ability to network for new clients.

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.

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