Director of Financial Sales & Investments - Dakota Dunes, SD |
Bill Markve & Associates is an award winning, full service insurance and investment firm, headquartered in the Sioux Point Business Park at Dakota Dunes, a master-planned community located in southeastern South Dakota, 5 minutes from downtown Sioux City, lowa.
Established in 1980, Bill Markve & Associates has developed into one of the largest and most successful organizations of its type in the Midwest. Our prominence results from our reputation for providing quality products and a high level of service. Within our three divisions, our company is staffed with experienced professionals in life insurance, health insurance, property and casualty insurance, estate planning, employee benefits and all types of investment products. Our current client base in Life insurance and investments exceeds 5,000. Life insurance in force totals over one billion and we manage over 250 million dollars of client assets.
In addition to our Corporate Headquarters at Dakota Dunes, we have two additional Lake Region offices located in eastern South Dakota. Collectively, our staff and associates have over 300 years of insurance and investment experience. Additionally, we have an estate planning attorney and a CPA on staff that provides experience and advice to our clients with estate planning, tax, and wealth preservation issues. We are currently licensed in 21 states.
We are looking for seasoned, skilled sales professional to assess, advise, and market investment and insurance product to new and existing clients.
Primary responsibilities include:
- Devise and execute investment strategies to new and existing clients
- In house investment training
- Acting as liaison for other sales opportunities handled by our Property & Casualty, Health Insurance and Employee Benefits Specialists.
- Create, implement, and continually review, a plan that includes strategies designed to help clients pursue their long term goals
Prior sales experience in financial services, investments and life insurance, within a deadline-driven environment is required. Bachelor’s degree preferred. Series 6 and 63 and Life and Health Insurance license required; Series 7, 65 and 24 would be a plus. A former specialization in either Investments or Life Insurance would be considered; however, a background in both is preferred.
To learn more about Bill Markve & Associates, please visit our website at:
www.billmarkveassociates.com
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