Agent in Training
Unclassified - Lake City, MN
posted 4 months ago
About the position
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. Salary: $125000.00 - $150000.00 per year. Benefits include 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, Vision Insurance.
Responsibilities
- Interact with clients to understand their financial goals and provide tailored financial advice.
- Assist clients in creating personalized investment portfolios that align with their objectives.
- Educate clients on various financial products and services to help them make informed decisions.
- Build and maintain strong relationships with clients to ensure long-term satisfaction and trust.
- Stay updated on industry trends and market changes to provide relevant and up-to-date financial advice.
Requirements
- FINRA Series 7 and Series 66 licenses are required, or willingness to obtain within a specified timeframe.
- Previous experience in financial advising, wealth management, or related fields is advantageous.
- Strong communication, listening, and interpersonal skills to build trust with clients and colleagues.
- In-depth knowledge of financial products, investment strategies, and retirement planning.
- Familiarity with financial planning software, CRM tools, and other digital platforms.
- Bachelor's degree in finance, economics, business, or a related field preferred.
- Ability to collaborate effectively with a diverse team, support colleagues, and contribute to a positive work environment.
Benefits
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Life insurance
- Opportunities for advancement
- Paid time off
- Annual Base Salary + Commission + Bonus Opportunities
- Career Growth Opportunities
- Retirement Plan
- Parental Leave
- Evenings Off
- Hands on Training
- Tuition Reimbursement
- Vision Insurance
