Financial Services Advisor - Planning & Investments

Zender Insurance Agency Inc; Saint Peter (MN); Sur place; USD 55 000 - 90 000; Plein temps

Avantages offerts par ce poste

Health insurance

Advancement opportunities

Paid time off

Training & development

401(k) matching

Bonus based on performance

Competitive salary

Résumé du poste

Zender Insurance Agency Inc seeks a Financial Services Representative to market and educate customers on financial products. You will leverage consultative, sales-minded approaches to advise clients on options and manage everyday risks with analytical precision. This role supports a thriving agency with opportunities for advancement.

The position emphasizes customer education, portfolio reviews, and regulatory compliance to ensure optimal financial outcomes for clients and the agency.

Qualifications

• 3+ years of experience in financial services.
• Strong analytical and communication abilities.
• Series 6/63/65 or SIE licenses preferred.
• SIE, Series 6/63/65, and other relevant certifications.

Responsabilités

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Connaissances

Analytical skills

Communication skills

Description du poste

Zender Insurance Agency Inc seeks a Financial Services Representative to market and educate customers on financial products. You will leverage consultative, sales-minded approaches to advise clients on options and manage everyday risks with analytical precision. This role supports a thriving agency with opportunities for advancement.

The position emphasizes customer education, portfolio reviews, and regulatory compliance to ensure optimal financial outcomes for clients and the agency.