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Western & Southern Financial Group

Provides personalized financial solutions and guidance

Insurance Sales Representative

Full-TimeDeadline 8/1/27
No salary listed
Mid
Fremont, MI, USA
In Person
InsuranceInsurance Sales & Agency

About the job

Requirements
  • At least 3 years of sales experience.
  • Insurance industry experience and knowledge.
  • Availability to work a variable schedule including evenings and some company holidays.
  • Willingness and ability to follow procedures and rules of conduct in a fast-paced inside sales environment.
  • Experience working independently in an environment requiring self-discipline and self-reliance.
  • Experience using successful sales techniques.
  • Ability to follow a customized sales process.
  • Ability to learn and retain new information quickly and independently.
  • Strong business English verbal and written communication skills, including grammar and spelling.
  • Strong listening skills.
  • Strong sales acumen with the ability to analyze and make decisions.
  • Ability to multitask efficiently.
  • A Life and Health Insurance License is required at the time of hire.
  • Within 15 business days of the start date, associates must maintain a Life and Health Insurance License in good standing in their state of residence and be appointed in at least 39 states, including four of California, Florida, Georgia, New York, North Carolina, and Texas.
  • Ability to work in an office setting and remain stationary for extended periods while working at a desk, computer, or standard office equipment.
  • Ability to verbally communicate and exchange accurate information with customers and associates regularly.
  • Visual acuity to read and interpret correspondence, procedures, reports, and forms in paper and electronic formats.
  • Ability to prepare written correspondence, reports, and forms using prescribed formats and applicable punctuation, grammar, diction, and style.
  • Ability to apply logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
  • Ability to perform substantial wrist, hand, and finger movement for continuous computer work.
Responsibilities
  • Sell Gerber Life products directly to consumers through direct response television, direct mail, internet, partnership marketing, and existing customer leads.
  • Serve customers through sales and service functions based on customer needs.
  • Identify customer needs and product value through effective conversations.
  • Recommend products that address customer needs while promoting business growth and goal achievement.
  • Process inbound and outbound sales and service calls.
  • Complete new insurance applications by entering information into an electronic database.
  • Sell policies to new prospects and existing customers using a consultative sales approach.
  • Handle calls within regulatory and compliance guidelines to ensure accuracy.
  • Perform other duties as assigned.
  • Comply with all policies and standards.
Desired Qualifications
  • Contact center experience and knowledge.
  • Bilingual competency in English and Spanish.

About the company

W

Western & Southern Financial Group

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Western & Southern Financial Group helps individuals and middle-market clients manage financial needs through personalized, face-to-face guidance. Western & Southern Life sales representatives assess goals and tailor solutions like life insurance within an agency-based system supported by mentors and managers. The firm translates complex financial concepts into practical plans focused on protection, savings, and retirement, backed by a long heritage dating to 1888. Its goal is to provide clear, stable guidance and ongoing support through a relationship-driven, professional team.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Cincinnati, Ohio

Founded

1888

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Simplify's Take

What believers are saying

  • April 27, 2026 Till acquisition expands direct-to-consumer family banking immediately.
  • March 31, 2026 assets reached $132.3 billion, supporting acquisition capacity.
  • Fidelity’s IncomePoint distribution keeps Western & Southern inside employer retirement plans.

What critics are saying

  • The 2025 overtime class action targets Western-Southern and Eagle Realty’s payroll practices.
  • Armstrong v. Western & Southern shows repeated employee-benefit litigation pressure in 2026.
  • Till integration failure wastes capital and distracts management from core insurance profitability.

What makes Western & Southern Financial Group unique

  • 1888 Cincinnati mutual heritage and seven life subsidiaries anchor trust.
  • $132.3 billion in assets and managed assets signal scale and staying power.
  • Till Financial adds digital family banking to Western & Southern’s family-focused portfolio.

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Benefits

Flexible Work Hours

Performance Bonus

Company News

The Business Journals
May 1st, 2026
Western & Southern acquires fintech firm in first deal since 2022

Western & Southern has completed its first acquisition since 2022, purchasing a fintech firm to expand Gerber Life Insurance's family-focused offerings. The deal marks the company's return to acquisition activity after a two-year pause. Western & Southern indicated it has sufficient capital to pursue additional acquisitions when suitable opportunities emerge. The transaction strengthens the insurer's position in the family insurance market through enhanced technology capabilities.

Benzinga
Apr 27th, 2026
Western & Southern Financial Group acquires Till Financial to expand into digital family banking

Western & Southern Financial Group has acquired Till Financial, a fintech platform focused on digital family banking, marking a significant expansion into consumer financial services. The acquisition adds to Western & Southern's portfolio of family-focused brands, including Gerber Life Insurance and Fabric Technologies. Founded in 2018, Till provides a family banking platform featuring a mobile app and debit card with parental controls, automated allowances, shared savings goals and fraud protection. The platform helps families teach children financial literacy through hands-on money management. The deal advances Western & Southern's direct-to-consumer strategy and diversifies its offerings beyond traditional insurance products. Western & Southern, founded in 1888, serves 6.3 million customers and manages $132.3 billion in assets as of March 2026. Financial terms were not disclosed.

PR Newswire
Apr 27th, 2026
Western & Southern Financial Group Acquires Till Financial, Expanding into Digital Family Banking Services and Investing in the Next Generation

/PRNewswire/ -- Western & Southern Financial Group, a leading financial services company serving more than six million customers with insurance, retirement and...

FinSMEs
Jul 16th, 2025
Retirable Raises $10M in Series A Funding

Retirable, a NYC-based holistic retirement platform provider, raised $10m in Series A funding

The Cincinnati Enquirer
Aug 9th, 2024
Cincinnati-based company listed among the best for high school grads to start careers

Cincinnati-based Western & Southern was No. 48 of the top 50 companies listed on the report.