Financial Professional - Series 6 & 65 licensed

Angie Lewis - State Farm Insurance Agent; Ocala (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A local insurance agency in Ocala, Florida is seeking a knowledgeable Financial Professional with active Series 6 & 65 licenses. The role involves providing financial guidance and solutions while delivering exceptional client service. Candidates should possess strong interpersonal skills and a desire to grow in the financial services industry. Previous experience in financial services or insurance is preferred, along with a commitment to ethical standards.

Qualifications

• Active Series 6 & 65 licenses are required.
• Strong interpersonal and communication skills.
• Self-motivated with a desire to grow within the financial services industry.

Responsibilities

• Deliver personalized financial services including mutual funds and annuities.
• Build and maintain strong client relationships through exceptional service.
• Develop financial strategies tailored to client needs.

Skills

Interpersonal skills

Communication skills

Self-motivation

Job description

We are seeking a knowledgeable and driven Financial Professional who currently holds a Series 6 & 65. This role involves providing exceptional financial guidance, insurance solutions, and investment products to our customers.

Responsibilities

• Deliver personalized financial services including mutual funds, annuities, life and other investment products within the scope of Series 6 & 65 licenses.
• Build and maintain strong client relationships through exceptional service and follow-up.
• Develop and implement financial strategies tailored to client needs.
• Collaborate with the agency team to support business growth and client satisfaction.
• Stay current with industry trends, regulations, and product knowledge.

Qualifications

• Active Series 6 & 65 licenses required.
• Strong interpersonal and communication skills.
• Self‑motivated with a desire to grow within the financial services industry.
• Previous experience in financial services, insurance, or investments preferred.
• Commitment to ethical standards and compliance.