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Financial Planning & Retirement Advisor
Job in
Ontario, San Bernardino County, California, 91764, USA
Listed on 2026-07-31
Listing for:
The Western and Southern Life Insurance Company
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Financial Sales
Job Description & How to Apply Below
The Western and Southern Life Insurance Company is seeking a Financial Representative to meet with individuals and families at our Ontario, CA office. You will assess financial needs, explain insurance concepts, and present tailored strategies for retirement and long‑term planning.
You will build trust with clients through clear communication, develop investment solutions, and collaborate with managers and colleagues to achieve sales and service objectives in an on‑site, face‑to‑face environment.
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