Financial Services Advisor - Planning & Insurance Growth

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

Benefits offered by this job

Hiring bonus

401(k)

Performance-based bonus

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

A local insurance agency in Sioux Falls is looking for a Financial Services Representative to manage customer relationships and provide financial planning advice. Ideal candidates will have a strong customer-focused demeanor, necessary licenses, and prior experience in finance or insurance. This full-time position offers a competitive salary and a range of benefits including bonuses based on performance.

Qualifications

• Active Life/Health and Series 6/63/65 or 7 licenses required.
• Previous experience in financial services and/or insurance is preferred.
• Strong communication and analytical skills are essential.

Responsibilities

• Consult customers on financial planning, investment options, and insurance coverage.
• Assist with portfolio management, asset allocation, and risk management.
• Conduct financial reviews and recommend personalized product solutions.
• Maintain compliance with financial and insurance regulations.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life/Health and Series 6/63/65 or 7 licenses

Experience in financial services or insurance

Job description

A local insurance agency in Sioux Falls is looking for a Financial Services Representative to manage customer relationships and provide financial planning advice. Ideal candidates will have a strong customer-focused demeanor, necessary licenses, and prior experience in finance or insurance. This full-time position offers a competitive salary and a range of benefits including bonuses based on performance.