What are the responsibilities and job description for the Financial Services Representative position at Carlson Financial?
About the Role
This full-time position involves working with clients to implement their retirement plans and provide ongoing account servicing. Responsibilities include opening investment accounts, evaluating annuities and life insurance, and preparing for client reviews.
Key Responsibilities:
- Review client applications for accuracy and adherence to financial plans
- Complete client service requests and resolve issues
- Maintain thorough notes and accurate client database records
