Financial Advisor: Lead-Provided Clients & Growth

RUNESTAD FINANCIAL SERVICES, LTD.; Leo (SC); On-site; USD 60,000 - 110,000; Full time

Benefits offered by this job

Health Insurance Stipend

401k

PTO

Job summary

Runestad Financial Services in Fort Wayne, IN is seeking a Financial Advisor to join our team. You will meet one-on-one with leads from seminars and referrals, service existing clients, and set appointments with prospects.

Initial duties include assisting the main Advisor, building client relationships, and participating in public seminars. We value initiative, sales experience, and strong communication; health stipend, 401k, and PTO are available.

Qualifications

• 3+ years of financial services experience with an emphasis on sales.
• Life and Health Licensed; Series 65.
• Strong client relationship building and communication skills.
• Proficient with MS Office; CRM experience preferred.

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 meetings and team goals.

Skills

Strong initiative

Persistence

Entrepreneurial mindset

Excellent communication

Analytical skills

MS Office proficiency

Education

Life and Health Licensed; Series 65

Tools

MS Office (Outlook, Excel, Word, PowerPoint)

Redtail CRM

Job description

Runestad Financial Services in Fort Wayne, IN is seeking a Financial Advisor to join our team. You will meet one-on-one with leads from seminars and referrals, service existing clients, and set appointments with prospects.

Initial duties include assisting the main Advisor, building client relationships, and participating in public seminars. We value initiative, sales experience, and strong communication; health stipend, 401k, and PTO are available.