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Financial Services Representative

2 months ago

Albany, Minnesota, United States District 54 Insurance Full time
Job Opportunity at District 54 Insurance

**About Us**

District 54 Insurance is a reputable district office with a strong presence in the financial sector. Our team embodies the spirit of hybrid remote work, balancing the comfort of working from home with the energy of our local community. We have established ourselves as trusted advisors, providing expert guidance to our clients while fostering a supportive and inclusive work environment.

**Job Summary**

We are seeking a highly skilled Financial Services Representative to join our team. As a Financial Services Representative, you will play a vital role in assisting clients with their financial needs, guiding them towards smart investment decisions, and helping them secure their financial future.

**Key Responsibilities**

  • Client Engagement: Interact with clients to understand their financial goals and provide tailored financial advice.
  • Investment Planning: Assist clients in creating personalized investment portfolios that align with their objectives.
  • Financial Education: Educate clients on various financial products and services to help them make informed decisions.
  • Relationship Management: Build and maintain strong relationships with clients to ensure long-term satisfaction and trust.
  • Market Research: Stay updated on industry trends and market changes to provide relevant and up-to-date financial advice.

**Requirements**

  • Licensing: FINRA Series 7 and Series 66 licenses are required, or willingness to obtain within a specified timeframe.
  • Experience: Previous experience in financial advising, wealth management, or related fields is advantageous.
  • Interpersonal Skills: Strong communication, listening, and interpersonal skills to build trust with clients and colleagues.
  • Financial Acumen: In-depth knowledge of financial products, investment strategies, and retirement planning.
  • Technology Proficiency: Familiarity with financial planning software, CRM tools, and other digital platforms.
  • Educational Background: Bachelor's degree in finance, economics, business, or a related field preferred.
  • Team Player: Ability to collaborate effectively with a diverse team, support colleagues, and contribute to a positive work environment.

**What We Offer**

  • 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
  • Dental Insurance
  • Tuition Reimbursement
  • Mon-Fri Schedule
  • Vision Insurance