Financial Advisor

RUNESTAD FINANCIAL SERVICES, LTD.; Leo (SC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health Insurance Stipend

401k

PTO

Job summary

Runestad Financial Services is seeking a Financial Advisor to work with leads from seminars and referrals, servicing existing clients, and setting appointments with prospects. You will present customized financial plans and provide comprehensive financial guidance while building long-term client relationships.

Responsibilities include advising on investments, insurance, retirement, and wealth management, with no cold calls and access to strong leads.

Qualifications

• 3+ years in financial services with a sales focus.
• Life and Health licensed; Series 65.
• Strong initiative and entrepreneurial mindset.
• Excellent verbal and written communication.
• Proficient with MS Office; CRM experience (Redtail) preferred.

Responsibilities

• Prepare, present, and implement customized financial plans.
• Assist clients with annuities, life, long-term care, and managing money.
• Provide financial planning advice including investments, insurance, and retirement.
• Develop, manage, and retain strong client relationships.
• Assist the main Advisor with meeting individual and team goals.
• No cold calls; access to the best leads.

Skills

Sales experience

Client relationships

Communication skills

Analytical skills

MS Office proficiency

CRM experience

Sales-driven mindset

Entrepreneurial spirit

Education

Life & Health Licensed

Series 65

Tools

Redtail CRM

Job description

Are you looking to expand your career and join a successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise when we would like to talk to you! Our well-established and growing financial firm Runestad Financial Services in Fort Wayne, IN is seeking to add a Financial Advisor to our Team.

The Financial Advisor will have the opportunity to meet one-on-one with the company leads from seminars and referrals, as well as existing clients. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building, and participation in public seminars – including introducing the main Advisor.

• Strong initiative
• Ability to market to local clients
• Persistence
• An entrepreneurial perspective to build a client base
• 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

Position Responsibilities:

• Prepare, present, 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, manage, and retain strong client relationships
• Assist the main Advisor with meeting individual and team goals
• No cold calls; we provide access to the best leads

Based on experience

• Health Insurance Stipend
• 401k
• PT0

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