Financial Service Agent

Friesner Strategies LLC

Posted on : 11-07-2025

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1 Vacancy

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Job Location

Elkhart, KS - USA

Monthly Salary

Not Disclosed

Salary Not Disclosed

Vacancy

1 Vacancy

Posted on : 11-07-2025

Job Description

Job Summary:We are seeking a motivated and client-focused Financial Services Agent to join our team. This role involves providing financial advice and solutions to clients to help them meet their financial goals. You will assess client needs recommend financial products and services and build long-term relationships that support financial well-being and business Responsibilities:Consult with clients to understand their financial goals needs and risk suitable financial products and services including investments insurance savings plans and retirement clients on financial planning principles asset management and risk management in-depth knowledge of financial products market trends and compliance and maintain strong relationships with clients through regular communication and personalized individual and team sales goals through effective prospecting networking and client retention compliance with internal policies industry standards and legal all client interactions and maintain up-to-date client files and with team members advisors and other departments to provide holistic client solutions.

Employment Type

Full Time

Company Industry

Accounting

Key Skills

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About Company

Friesner Strategies LLC

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Financial Service Agent

Friesner Strategies LLC

Job Description

Employment Type

Company Industry

Key Skills

About Company

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