Financial Services Professional
1 week ago
Are you a motivated and customer-focused individual looking to expand your career in the financial services industry? We are seeking a Financial Advisor to join our team at Runestad Financial Services, LTD. in Leo, IN.
The successful candidate will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise. Initial duties will include working alongside our main Advisor, servicing existing clients, making outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars.
Key Qualifications:
- Strong initiative and positive attitude
- Ability to market to local clients and build a client base
- Persistence and entrepreneurial perspective
- Persuasive ability and excellent communication skills
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
- Proficient with MS Office Suite (Outlook, Excel, Word, and PowerPoint)
Responsibilities:
- Prepare and implement customized financial plans
- Assist clients with annuities, life, long-term care, and managing money
- Provide financial planning advice to include investment, insurance, and retirement
- Develop and retain strong client relationships
Benefits:
- Health Insurance Stipend
- 401k
- PTO
We are a well-established and growing financial firm committed to providing exceptional service to our clients. If you are a motivated and customer-focused individual looking to expand your career in the financial services industry, please apply today.
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