Financial Services Advisor — Flexible Schedule & Growth

Michael Nickas; Jacksonville (FL); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Hiring bonus

401(k)

Bonus based on performance

Competitive salary

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Michael Nickas, a State Farm Agent in Jacksonville, Florida, is seeking a Financial Services Representative. In this role, you will market financial products and educate customers on their financial options while providing consultative support and tailored solutions.

Ideal candidates are ethical, hardworking, and enjoy helping others, with a focus on customer relationships. Individuals can expect a collaborative environment with opportunities for personal and professional growth.

Qualifications

• Active Life & Health license is required or ability to obtain quickly.
• Previous experience in financial services and/or insurance is a plus.
• Must possess strong communication and analytical skills.

Responsibilities

• Consult customers on financial planning and investment options.
• Identify customer needs and present tailored insurance solutions.
• Proactively generate and follow up on leads for new business.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Strong communication skills

Analytical skills

Customer-focused

Proficient in financial planning

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license (preferred)

Job description

Michael Nickas, a State Farm Agent in Jacksonville, Florida, is seeking a Financial Services Representative. In this role, you will market financial products and educate customers on their financial options while providing consultative support and tailored solutions.

Ideal candidates are ethical, hardworking, and enjoy helping others, with a focus on customer relationships. Individuals can expect a collaborative environment with opportunities for personal and professional growth.