What are the responsibilities and job description for the Professional Financial Services Representative position at RUNESTAD FINANCIAL SERVICES, LTD.?
Professional Development
At Runestad Financial Services, we believe in investing in our employees' growth and development. As a Financial Advisor, you will have access to ongoing training and education, enabling you to stay up-to-date with industry developments and best practices.
Business Objectives
Our business objectives are centered around providing exceptional financial planning advice and services to our clients, helping them achieve their financial goals. We strive to build long-term relationships based on trust, expertise, and personalized service.
Key Responsibilities
As a Financial Advisor at Runestad Financial Services, your key responsibilities will include developing and implementing customized financial plans, providing expert advice on investment, insurance, and retirement, and building strong relationships with clients. You will also participate in public seminars to promote our services and work closely with our team to achieve our business objectives.
Requirements
To succeed in this role, you should have at least 3 years of experience in financial services, with a focus on sales. You should be proficient in MS Office Suite and have experience with Redtail/CRM software. Additionally, you should be able to market effectively to local clients and provide exceptional customer service.
At Runestad Financial Services, we believe in investing in our employees' growth and development. As a Financial Advisor, you will have access to ongoing training and education, enabling you to stay up-to-date with industry developments and best practices.
Business Objectives
Our business objectives are centered around providing exceptional financial planning advice and services to our clients, helping them achieve their financial goals. We strive to build long-term relationships based on trust, expertise, and personalized service.
Key Responsibilities
As a Financial Advisor at Runestad Financial Services, your key responsibilities will include developing and implementing customized financial plans, providing expert advice on investment, insurance, and retirement, and building strong relationships with clients. You will also participate in public seminars to promote our services and work closely with our team to achieve our business objectives.
Requirements
To succeed in this role, you should have at least 3 years of experience in financial services, with a focus on sales. You should be proficient in MS Office Suite and have experience with Redtail/CRM software. Additionally, you should be able to market effectively to local clients and provide exceptional customer service.
