What are the responsibilities and job description for the Investment and Insurance Specialist position at RUNESTAD FINANCIAL SERVICES, LTD.?
We are seeking a highly motivated and skilled Investment and Insurance Specialist to join our team at Runestad Financial Services, Ltd.. In this role, you will be responsible for providing expert guidance on investment, insurance, and retirement strategies to clients.
The ideal candidate will have a strong background in finance, with experience in investment and insurance products. Excellent communication and interpersonal skills are essential for this role.
Responsibilities:
- Provide guidance on investment, insurance, and retirement strategies
- Develop and implement customized financial plans
- 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 investments and insurance
- Life and Health Licensed; Series 65
- Strong organizational, prioritization, and interpersonal skills
- Excellent communication skills; both verbal and written
