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Financial Representative

Western & Southern Financial Group

Cambridge, England, United Kingdom Full-time June 23, 2026
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Vacancy Description

Overview

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients, analyzing needs, and recommending solutions in an ethical and client-focused manner. The Financial Representative provides financial solutions to the right people, in the right way, for the right reasons.

Responsibilities

  • Identify market(s) and develop appropriate marketing plan.
  • Prospect and network for middle-market clients by identification of qualified names and making initial contacts.
  • Contact and secure appointments with prospective and existing clients for the purpose of sales, conservation and service.
  • Adequately prepare for all appointments through established processes.
  • Conduct all appointments using Western & Southern Life consultative practices and processes.
  • Effectively sell insurance and investment solut...

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    Vacancy Details

    Location Cambridge, England
    Country United Kingdom
    Type Full-time
    Category Financial Specialists
    Posted June 23, 2026

    About Western & Southern Financial Group

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    Western & Southern Financial Group

    Cambridge, United Kingdom

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