Description
The Financial Representative at Name in Maumee, OH, is responsible for assisting middle-income clients with risk protection, financial security, and wealth creation. This involves educating clients, analyzing their needs, and recommending suitable financial solutions in an ethical and client-focused manner. The role requires identifying markets, developing marketing plans, prospecting for clients, conducting appointments to sell insurance and investment solutions, and maintaining client relationships. The representative will also engage in continuous professional development and maintain accurate records.
