Financial Services Professional
5 days ago
We are seeking a highly motivated and customer-focused Financial Advisor to join our team at Runestad Financial Services, LTD. in Leo, IN.
The ideal candidate will have a strong initiative, positive attitude, and ability to market to local clients. They will also possess persistence, an entrepreneurial perspective to build a client base, and persuasive ability.
Key Responsibilities:
- Prepare and present customized financial plans to clients
- Assist clients with annuities, life, long-term care, and managing money
- Provide financial planning advice on investment, insurance, and retirement
- Develop and manage strong client relationships
- Assist the main Advisor with meeting individual and team goals
Requirements:
- College degree preferred
- 3+ years of financial services experience with an emphasis on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, interpersonal, and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
- Experience with Redtail/CRM preferred, but not required
Benefits:
- Health Insurance Stipend
- 401k
- PTO
We offer a competitive salary based on experience and a comprehensive benefits package. If you are a motivated and customer-focused individual with a passion for financial services, we encourage you to apply today.
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