Job Description

IMAGINE A LIFE WHERE CLIENTS COME TO YOU!

RUNESTAD FINANCIAL SERVICES, LTD is seeking a motivated, relationship driven professional with a proven sales record to join our team. This person would be willing and able to learn about the financial profession, have world class integrity, and a DESIRE TO EARN A HIGH INCOME.

ABOUT THE ROLE

Our continued growth requires that we add a Financial Representative/Investment Advisor Representative to our team. This individual will be responsible to care for a specific group of clients and develop new business, acting ethically and honestly as a fiduciary to ensure the client’s best interests are of primary focus.

• Builds client base through educational seminars and workshops, referrals, etc.
• Takes new clients through a thorough fact-finding and needs analysis process, getting to know their goals, priorities, etc.
• Develops and presents unique comprehensive wealth management/income plan and implements as approved by the client.
• Regularly monitors plan(s) to make sure clients are on track with their goals.
• Reviews client’s plans yearly to make sure they keep on track to meet goals and objectives.
• Responds to client requests for service and trouble-shoots service issues.
• Adheres to compliance policies and procedures.
• Supports team as needed with the company’s entire client base.

REQUIREMENTS

• Bachelor’s degree (B.S. in Finance desirable)
• 2 years experience in sales (may or may not be in financial field)
• Indiana Health and Life license, OR ABILITY TO OBTAIN ONE within a short time frame, is required.
• FINRA registration with a 6 and 63, and 65 series, OR ABILITY TO OBTAIN SAME within a short time frame, is required.
• Having your CFP® designation a plus but not required.
• Have a satisfactory background check and a clean compliance record.

SKILLS AND ABILITIES

• A team player who isn’t afraid of any assignment, no matter how large or how small!
• A confident individual comfortable with closing a sale.
• Articulate and comfortable communicating in both large and small group settings.
• Open-minded and willing to consider new or different products that might best meet our client’s needs.
• Quick learner of new technologies.
• Warm and professional demeanor.
• Excellent organizational and follow-through skills.
• Ability to anticipate and solve problems.

WE OFFER

• Competitive salary and UNLIMITED EARNINGS POTENTIAL through commissions and incentive pay

• Yearly bonuses based on organization’s results

• Paid time off

• Succession and leadership opportunities down the line

• Company paid licensing and professional development

• Other benefits negotiable

• A genuine career in wealth management that focuses on clients’ needs

• The opportunity to utilize every talent you have!