Western & Southern Financial Group

Mar 16, 2025
Western & Southern Financial Group Cincinnati, OH, USA
Overview Initiates, develops and maintains sales of Lafayette Life products within assigned geographical area. Works with the Director Internal Wholesale Team - Product Illustration, Training and Ideation and Regional Sales VP's to achieve corporate life and annuity premium sales goals. Core to their success is the ability to recruit, train and onboard new GA's and IMO's. Provides a broad range of sales and marketing support to PPGA's and IMO's. Works with minimal supervision and is responsible to independently make a broad range of decisions escalating to manager when appropriate and updating manager on regular basis. Uses extensive in-depth knowledge of Lafayette Life products, services, illustrations and systems to provide both electronic delivery and field training to support PPGA's and IMO's. Responsibilities What you will do: Recruits new GA's and IMO's in assigned territory who meet the company's quality standards to write...
Mar 16, 2025
Western & Southern Financial Group Cincinnati, OH, USA
Overview Provides a broad range of sales, marketing, technical and operations support to the RSVPs, advisors and PPGAs. Focuses on sustaining and enhancing relationships with field distribution. Uses knowledge of Lafayette Life products, services and systems to provide both electronic delivery and field training to support the growth in company premium. While reporting to the Manager of Internal Wholesalers & Marketing Operations, this position must work effectively with the RSVPs and all home office personnel to build or enhance relationships with key distributors Responsibilities What you will do: Provides electronic and in-the-field support for all the RSVPs/PPGAs by engaging in the following: Producer and staff orientation and on-boarding. Producer and staff training. Product introduction. Trained in contract and licensing and new business processes Makes proactive, outbound sales-oriented calls to newly appointed producers for...
Mar 14, 2025
Western & Southern Financial Group Cincinnati, OH, USA
Overview Provides a broad range of sales, marketing, technical and operations support to producers and registered representatives of B/D in assigned territory. Works with paired field members of Distribution Support Team (DST) to provide services in assigned territory and supports other regions as needed. Focuses on sustaining and enhancing relationships with producers and registered representatives. Utilizes extensive in-depth product information to answer questions from the field. Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager on a regular basis. Responsibilities What you will do: Provides sales and product support to producers, registered representatives of B/D and field members of DST. Develops close coordination and working relationship with External Wholesaler in executing and scheduling field activities. Answers inbound calls...
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...