Financial Advisor & Relationship Builder - Flexible Hours

Scottjcameron; Ocala (FL); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

Bonus based on performance

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A financial services agency in Ocala, FL is seeking a Financial Services Representative to support clients in achieving their financial goals. The role involves conducting financial reviews and advising on income protection and retirement strategies. Applicants should have a financial background, with communication skills and compliance adherence emphasized. The position offers competitive compensation ranging from $70,000 to $85,000 annually, alongside career development and performance-based incentives.

Qualifications

• Active Florida Life & Health Insurance license (2-15) preferred.
• FINRA Series 6 and 63 licenses required for securities activity.
• Ability to obtain all required securities registrations.

Responsibilities

• Conduct comprehensive financial and insurance reviews.
• Evaluate assets, liabilities, and retirement readiness.
• Perform daily targeted outreach to designated planning segments.

Skills

Strong communication skills

Financial services experience

Ability to maintain compliance standards

Education

Financial degree or relevant financial experience

Job description

A financial services agency in Ocala, FL is seeking a Financial Services Representative to support clients in achieving their financial goals. The role involves conducting financial reviews and advising on income protection and retirement strategies. Applicants should have a financial background, with communication skills and compliance adherence emphasized. The position offers competitive compensation ranging from $70,000 to $85,000 annually, alongside career development and performance-based incentives.