Jobs at Western & Southern Financial Group

Leads and develops Financial Representatives by coaching sales performance, managing onboarding and training, driving prospecting and client acquisition, supporting recruiting, and ensuring retention and scorecard results. Provides strategic direction, monitors production metrics, promotes sales programs, maintains industry relationships, and reports agency performance to management.

Leads financial representatives to achieve sales, customer acquisition, retention, recruiting, and production goals. Provides coaching, onboarding, training, sales strategy, prospecting guidance, performance management, and business planning. Partners with agency leadership and support teams, administers recruiting activities, promotes sales programs, and reports on production and retention results. Requires financial services sales experience, leadership capability, relevant licenses, and access to an automobile.

Leads and develops Financial Representatives by coaching sales execution, managing onboarding and training, driving customer acquisition and retention, overseeing recruiting, and ensuring agency scorecard performance. Provides strategic direction, conducts field coaching, supports prospecting and networking, promotes sales initiatives, monitors representative performance, and reports production and recruiting results to agency leadership. Requires financial services sales experience, state insurance licensing, FINRA registrations, and a valid driver’s license.