Financial Planning & Insurance Advisor - Flexible Schedule

Siouxfallsins; Sioux Falls (SD); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A local financial services agency in Sioux Falls is seeking a Financial Services Representative to consult on financial planning and insurance solutions. The ideal candidate will have relevant licenses and experience, along with strong analytical and communication skills. This full-time role offers competitive compensation and various benefits. Join a community-focused team committed to making a difference.

Qualifications

• Active Life/Health and Series 6/63/65 or 7 licenses.
• Previous experience in financial services and/or insurance.
• Professional and trustworthy demeanor.

Responsibilities

• Consult customers on financial planning and investment options.
• Assist customers with portfolio management and risk strategies.
• Conduct financial reviews and recommend personalized solutions.
• Maintain compliance with financial regulations.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Job description

A local financial services agency in Sioux Falls is seeking a Financial Services Representative to consult on financial planning and insurance solutions. The ideal candidate will have relevant licenses and experience, along with strong analytical and communication skills. This full-time role offers competitive compensation and various benefits. Join a community-focused team committed to making a difference.