Financial Planning Advisor - Flexible Schedule

Ocalaautoinsurance; Ocala (FL); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Bonus based on performance

Flexible schedule

Paid time off

Training & development

Competitive salary

Job summary

Ocalaautoinsurance in Ocala, Florida, is looking for a Financial Advisor / Investment Representative. This role focuses on developing financial planning and relationship management skills, conducting detailed financial and insurance reviews, and discussing strategies for protecting income and investments.

Ideal candidates should possess a financial degree, have strong communication skills, and may hold a Florida Life & Health Insurance license. The position offers competitive salary and performance-based incentives.

Qualifications

• Active Florida Life & Health Insurance license (2-15) preferred.
• Ability to obtain and maintain all required securities registrations.
• Experience in financial services, insurance, or advisory preferred.

Responsibilities

• Conduct comprehensive financial and insurance reviews (in person or virtual).
• Evaluate assets, liabilities, retirement readiness, and legacy objectives.
• Perform daily outreach to designated planning segments.

Skills

Strong communication skills

Financial services experience

Insurance knowledge

Education

Financial degree or relevant financial experience

Tools

FINRA Series 6 and 63 licenses

Job description

Ocalaautoinsurance in Ocala, Florida, is looking for a Financial Advisor / Investment Representative. This role focuses on developing financial planning and relationship management skills, conducting detailed financial and insurance reviews, and discussing strategies for protecting income and investments.

Ideal candidates should possess a financial degree, have strong communication skills, and may hold a Florida Life & Health Insurance license. The position offers competitive salary and performance-based incentives.