Western Southern Work Values

Daily Duties at Western Southern:

Devised and executed business development strategies to identify new prospects and prospecting opportunities. Provided guidance to clients as to the advantages and disadvantages of various life insurance and investment solutions. Implemented, and continuously reviewed financial strategies in order to build and enhance each client relationship. Devised marketing strategies and coordinated prospecting activities with other members of management and senior management. Actively participated in the hiring of new agents and their subsequent training/development. Facilitated numerous training sessions that often included discussions on advanced sales techniques.

What they like about Western Southern:

Working for a company with an emphasis on social values and helping society is a clear and important priority for you - a critical factor in who you choose to work for. In contrast to other factors, you place an organization's reputation for fairness and concern for the community above most other aspects of the company. As you search for a new job opportunity, it is usually possible to find out if the company is involved in the community and/or if it is addressing problems and issues in society. Pay special attention to non-profit organizations and those specifically involved in social action. Moreover, speaking with current and former employees should enlighten you to perceptions of the fairness of the company's leaders and the treatment of employees.

Tags

Microsoft Office, Financial Planning, Financial Specialist, Financial Planning Analyst, Client Relationship Specialist, Life Insurance, Annuities, Retirement Benefits, Wealth Planning Analyst, Mutual Funds, Portfolio Management, Financial Advisor, Sales, Business Development, CFP, Field Representative, Estate Planning, FINRA Series 7, FINRA Series 6, CFA, Investment Analysis, Self-Starter, Analytical, Independent, 403(b), IRA, charlotte, asset allocation, securities, personal finance, tax planning, Contact Center Representative, Compliance, Customer Service

Skills

Leadership , Microsoft Office, Problem Resolution, Sales/Marketing, Call Center Support, Investment Research and Analysis, Retirement Planning, Mutual Funds, Relationship Management, New Account Development, Business Development, Compliance, Plan Presentations, Operations Management, Shipping/Receiving, Retail Operations, Analytical , Life Insurance Sales, Annuities, Retail Sales, Detail-Oriented, Time Management, Self-Starter, Customer Service, Communication, CFP, Ability to work well with others, Work Independently, Negotiation, Time Management, Series 7, Series 6, Series 63

These are some of the questions we asked our climbers about their experiences with Western Southern: