What are the responsibilities and job description for the Financial Services Consultant position at RUNESTAD FINANCIAL SERVICES, LTD.?
At Runestad Financial Services, Ltd., we are committed to providing exceptional financial planning services to our clients. As a Financial Services Consultant, you will have the opportunity to work closely with clients, develop long-term relationships, and provide personalized advice on investments, insurance, and retirement planning.
The ideal candidate will have a strong background in sales and customer service, as well as excellent communication and interpersonal skills. Experience with MS Office Suite and CRM systems is also preferred.
Key Responsibilities:
- Develop and implement customized financial plans for clients
- Provide guidance on investment, insurance, and retirement strategies
- Assist clients with annuities, life, and long-term care needs
- Build and maintain strong client relationships
Requirements:
- College degree preferred
- 3 years of experience in financial services with a focus on sales
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, and interpersonal skills
- Excellent communication skills; both verbal and written
