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Financial Services Agent
3 months ago
Join District 54, a reputable insurance District located in the heart of Rochester, Minnesota. We have embraced the hybrid remote work model, allowing our team to enjoy the benefits of both remote flexibility and in-person collaboration. Our commitment to excellence and dedication to serving our community sets us apart as a leader in the insurance industry.
As a Financial Services Agent at District 54 Insurance, you will be the trusted advisor to our clients, providing them with personalized financial solutions tailored to their unique needs. Your role will involve analyzing clients' financial situations, recommending appropriate products, and helping them make informed decisions to secure their financial future.
If you are passionate about finance, enjoy helping others achieve their financial goals, and thrive in a positive and inviting work environment, District 54 Insurance is the perfect place for you to grow and succeed. Join our team today and be a part of a supportive and dynamic work culture.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Disability Insurance
Retirement Plan
Parental Leave
Flexible Schedule
Evenings Off
Hands on Training
Health Insurance
Tuition Reimbursement
Dental Insurance
Mon-Fri Schedule
Vision Insurance
Responsibilities
Client Engagement: Build relationships with clients, understand their financial needs, and provide personalized guidance. Inbound Inquiries: Handle incoming inquiries, address client questions, and offer suitable financial solutions. Financial Planning: Develop customized financial plans based on client goals and financial situations.Cross-Selling: Identify opportunities to enhance client portfolios with additional financial services. Client Retention: Maintain long-term relationships with clients to ensure their ongoing trust and satisfaction. Industry Awareness: Stay informed about financial industry trends and regulations to provide knowledgeable advice.
Requirements
Licensing: Active MN Life and Health License is preferred.
Experience: Previous experience in financial services, insurance sales, or a related field is advantageous.
Communication Skills: Strong verbal and written communication abilities to effectively interact with clients and team members.
Customer Focus: Passion for meeting and exceeding client expectations and building long-term relationships.
Adaptability: Ability to thrive in a hybrid remote work setting, maintaining productivity and teamwork.
Team Spirit: Ability to collaborate with colleagues, contribute positively to team dynamics, and support team goals.
Technology Proficiency: Familiarity with financial software, CRM tools, and other technology platforms.
