What are the responsibilities and job description for the Agent Apprenticeship position at District 54 Insurance?
Join District 54 Insurance, a renowned district office with a strong presence in Farmers Insurance. Our team embodies the spirit of hybrid remote work, balancing the comfort of working from home with the energy of our local community. We have established ourselves as trusted advisors in the financial sector, providing expert guidance to our clients while fostering a supportive and inclusive work environment.
If you are seeking a dynamic role that combines the flexibility of remote work with the stability of a well-established company, District 54 Insurance is the place for you. As a Financial Services Agent, you will play a vital role in assisting clients with their financial needs, guiding them towards smart investment decisions, and helping them secure their financial future. Our team is committed to excellence, innovation, and client satisfaction, making District 54 Insurance a rewarding place to work.
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Disability Insurance
Retirement Plan
Parental Leave
Flexible Schedule
Evenings Off
Hands on Training
Health Insurance
Dental Insurance
Tuition Reimbursement
Mon-Fri Schedule
Vision Insurance
Responsibilities
Client Engagement: Interact with clients to understand their financial goals and provide tailored financial advice.
Investment Planning: Assist clients in creating personalized investment portfolios that align with their objectives.
Financial Education: Educate clients on various financial products and services to help them make informed decisions.
Relationship Management: Build and maintain strong relationships with clients to ensure long-term satisfaction and trust.
Market Research: Stay updated on industry trends and market changes to provide relevant and up-to-date financial advice.
Requirements
Licensing: FINRA Series 7 and Series 66 licenses are required, or willingness to obtain within a specified timeframe.
Experience: Previous experience in financial advising, wealth management, or related fields is advantageous.
Interpersonal Skills: Strong communication, listening, and interpersonal skills to build trust with clients and colleagues.
Financial Acumen: In-depth knowledge of financial products, investment strategies, and retirement planning.
Technology Proficiency: Familiarity with financial planning software, CRM tools, and other digital platforms.
Educational Background: Bachelor's degree in finance, economics, business, or a related field preferred.
Team Player: Ability to collaborate effectively with a diverse team, support colleagues, and contribute to a positive work environment.
Salary : $125,000 - $150,000
