Strategic Financial Services Advisor — Growth & Impact

Doug Zeigler; Mason (OH); Hybrid; USD 48,000 - 62,000; Full time

Benefits offered by this job

Health insurance

Advancement opportunities

Paid time off

Signing bonus

Training & development

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Job summary

Zeigler Insurance Agency is seeking a Financial Services Representative to market financial products and educate customers on options. You will apply a consultative, sales-minded approach, leveraging your knowledge of financial products and analytical precision to support clients.

The role emphasizes customer education, portfolio reviews, and compliance within a reputable agency that values advancement and performance-based bonuses.

Qualifications

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

Responsibilities

• 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.

Skills

Analytical

Communication

Licensing

Job description

Benefits:

• Health insurance
• Opportunity for advancement
• Paid time off
• Signing bonus
• Training & development
• 401(k) matching
• Bonus based on performance
• Company parties
• Competitive salary

ROLE DESCRIPTION:
As a Financial Services Representative with Zeigler Insurance Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

• 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.

QUALIFICATIONS:

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