Frequently Asked Questions
Our multi-step select process provides opportunities for our candidates and us to determine if a career with Western & Southern Life is the right career choice. Candidates who are selected to move forward may progress through the following steps: online application and assessment, manager interview, discovery meeting, offer, background check and employment verification, and life and health licensing.
The timeline depends on a number of factors. The local manager can provide more information about what to expect.
Your path is yours to define, whether you advance into leadership or build a long-term client practice. Career development programs, coaching and mentoring can help prepare associates for future opportunities.
Your first year will focus on developing your skills, building relationships and establishing a client base. Training and support can help you learn the business while gaining experience working with clients and prospects.
Training combines different learning experiences, including self-study, online learning, classroom instruction and on-the-job development. You can build skills in areas such as prospecting, networking, client conversations, identifying needs, recommending solutions and referrals.
Financial representatives can come from many professional backgrounds, including those who are new to financial services. Strong communication, relationship-building and a willingness to learn can help you develop the skills needed for the role.
Our selection process gives you and Western & Southern Life opportunities to learn more about each other and determine whether the career is the right opportunity for you. Candidates who are selected to move forward may progress through the following steps:
- Online assessment and application review: We’ll review your application and online assessment as the first step in the selection process.
- Manager interview: Selected candidates will meet with a manager to discuss the opportunity and learn more about the financial representative career.
- Discovery Meeting: You’ll continue the conversation and have an opportunity to learn more about the career and what it means to work with Western & Southern Life.
- Offer: Candidates selected to move forward may receive an offer to join Western & Southern Life.
- Background check and employment verification: Before your first day, you’ll complete the required background check and employment verification process.
- Day One: Once the pre-employment steps are complete, you’ll begin your career with Western & Southern Life.
Before you can start, you must either:
- Have an active Life and Health license in the state where your office is located; or
- Pass the state Life and Health exam and submit your resident license application to the state.
If you live in a different state from the office where you will work, you must also provide proof that you have applied for the required non-resident license.
Western & Southern Life covers the cost of Kaplan’s online pre-licensing training. The training is valid for 60 days, and candidates are responsible for the cost of any extensions. Candidates are also responsible for the cost of the state exam and license.
