Western & Southern Financial Group

Nov 11, 2024
Western & Southern Financial Group Cincinnati, OH, USA
Overview Initiates, develops and maintains sales of the Touchstone funds within assigned territory. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and followthrough on commitments. Provides a broad range of sales and marketing support to national and independent broker-dealers. Works with minimal supervision and is responsible to independently make a broad range of decisions, escalating to manager when appropriate and updating manager on a regular basis. Responsibilities What you will do: Prospects potential sales opportunities through telemarketing efforts to initiate and develop relationships in prescribed broker-dealers that can drive sales of Touchstone funds; maintains relationships to generate new sales and uncover potential sales leads. Provides follow-up support, including follow-up sales ideas, email...
Oct 15, 2024
Western & Southern Financial Group Cincinnati, OH, USA
Overview Partners with Regional Vice President (aka external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis. Responsibilities What you will do: Proactively initiates calls within assigned territory to market and promote life insurance and/or annuity products; helps determine which products best meet the customers' needs and financial circumstances; advises on the advantages/disadvantages and features/benefits; notifies clients of updated product information and changes. Qualifies prospective relationships and maintains existing relationships in order to increase...