Spherion Staffing is seeking an Investment Advisor Representative for a local client here in Sioux Falls. The Investment Advisor Representative is responsible for managing and contributing to client service processes and conducting client quarterly reviews. Qualified applicants must hold the Series 65 and Life & Health Insurance license.
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Salary $75-90k/year DOE
Responsibilities:
-Manage client service requirements of accounts assigned
-Ensure operational systems, processes, and compliance policies are administered effectively in practice
-Provide and present various client and compliance reports as directed
-Provide insight into more efficient and effective information management within the office
-Play a significant role as an Advisor, conducting quarterly reviews and phone campaigns as directed
Working hours: 8:00 AM - 5:00 PM
Skills:
See Above
Education:
High School
Experience:
1-4 years
Qualifications:
-Degree preferred or related experience
-Series 65 and Life & Health Insurance licenses
-Must be committed to the company as their primary place of employment
-Be an excellent people manager, able to give & receive direction, display a collaborative work style, hold clients accountable to their reviews, and have a commitment to get the job done
-Must have computer proficiency, specifically in Word, Power Point, CRM software, Excel spreadsheets, and financial planning software
To be considered, please apply online at www.spherion.com/apply or if you have questions you can reach out to Troy at 605-335-6010
Spherion has helped thousands of people just like you find work happiness! Our experienced staff will listen carefully to your employment needs and then work diligently to match your skills and qualifications to the right job and company. Whether you're looking for temporary, temp-to-perm or direct hire opportunities, no one works harder for you than Spherion.
Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.
At Spherion, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact Callcenter@spherion.com.
Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Spherion offers a comprehensive benefits package, including health, and an incentive and recognition program (all benefits are based on eligibility).
For certain assignments, Covid-19 vaccination and/or testing may be required by Spherion's client or applicable federal mandate, subject to approved medical or religious accommodations. Carefully review the job posting for details on vaccine/testing requirements or ask your Spherion representative for more information.