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Financial Representative

🏢
Western & Southern Financial Group
📍 Cambridge, United Kingdom
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Location Cambridge
📅
Posted June 17, 2026
🚗
Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job 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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    📍 Location Details

    🌆
    City
    Cambridge
    🗺️
    Country
    United Kingdom
    🚗
    Commute
    Local Area

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