Client-First Financial Advisor - Insurance & Investments

gobravvo; Naples (FL); Vor Ort; USD 65.000 - 110.000; Vollzeit

Benefits dieser Stelle

Base salary + commission

Uncapped earning potential

In-office professional development

Team-oriented culture

Zusammenfassung

The Jada Ashbacher Agency Allstate is seeking a Licensed Financial Advisor for a full-time, in-office role in Naples, FL. You will guide clients on insurance and financial solutions, build relationships, and contribute to agency growth through proactive service and sales.

Ideal candidates have active P&C and L&H licenses, proven sales experience, and strong communication skills. This is a hands-on, client-focused opportunity with growth potential within a reputable agency.

Qualifikationen

• Active P&C (Property and Casualty) and L&H (Life and Health) insurance licenses, or willingness to obtain.
• Proven sales experience and strong communication skills.
• Customer-focused with ability to build rapport and trust.

Aufgaben

• Develop leads and schedule client appointments.
• Educate clients on insurance and financial service products.
• Identify client needs and recommend suitable products and services.
• Drive agency growth through strong sales performance and client service.

Kenntnisse

Sales experience

Communication skills

Customer service

Ausbildung

P&C license

L&H license

Jobbeschreibung

The Jada Ashbacher Agency Allstate is seeking a Licensed Financial Advisor for a full-time, in-office role in Naples, FL. You will guide clients on insurance and financial solutions, build relationships, and contribute to agency growth through proactive service and sales.

Ideal candidates have active P&C and L&H licenses, proven sales experience, and strong communication skills. This is a hands-on, client-focused opportunity with growth potential within a reputable agency.