About this role
Financial Advisor - Leo, IN at Runestad Financial Services. Location: Leo, Indiana, United States. Role: prepare plans, present plans, develop relationships Requirements: 3+ years financial services sales experience; Life/Health Licensed; Series 65; college degree preferred; strong communication; MS Office; Redtail CRM experience preferred. Category: Sales Seniority: Mid Level Tools: MS Office, Redtail CRM, CRM Certifications: life and health, series 65 Commitment: Full Time Workplace: Onsite Languages: English