Financial Services Advisor: Planning, Investments & Client Care

Haleh Krauter Insurance Agency, Inc.; Fishers (IN); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Generous PTO

Simple IRA

Bonus based on performance

Opportunity for advancement

Job summary

Haleh Krauter Insurance Agency, Inc. in Fishers, IN is seeking a Financial Services Representative to market financial products, educate customers on options, and support growth of the agency.

The role emphasizes analytical insight, consultative selling, and a commitment to helping clients manage risk and build secure financial futures. Competitive compensation and advancement opportunities are available.

Qualifications

• 3+ years of experience in financial services.
• Analytical and communication skills.
• Series 6/63/65 or SIE licenses preferred.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Review their current insurance portfolio to ensure adequate protection.
• Conduct financial reviews and recommend appropriate products.

Skills

Analytical skills

Communication skills

Sales aptitude

Tools

Series 6/63/65 or SIE licenses

Job description

Haleh Krauter Insurance Agency, Inc. in Fishers, IN is seeking a Financial Services Representative to market financial products, educate customers on options, and support growth of the agency.

The role emphasizes analytical insight, consultative selling, and a commitment to helping clients manage risk and build secure financial futures. Competitive compensation and advancement opportunities are available.