Financial Services Advisor - Flexible Schedule & Growth

Masonohinsurance; Kentucky; On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Bonus based on performance

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Job summary

A reputable insurance agency is seeking a Financial Services Representative to market financial products and consult customers on their insurance needs. The ideal candidate will possess strong analytical and communication skills, holding an Active Life & Health license. Responsibilities include generating leads and conducting financial reviews, ensuring compliance with industry regulations. This full-time position offers a competitive salary ranging from $60,000 to $90,000.

Qualifications

• Active Life & Health license required or ability to obtain quickly.
• Previous experience in financial services and/or insurance is preferred.
• Professional, trustworthy demeanor is necessary.

Responsibilities

• Consult customers on financial planning and insurance coverage.
• Identify customer needs and present tailored solutions.
• Proactively generate leads to drive new business.
• Conduct financial reviews and recommend products.
• Maintain compliance with financial regulations.

Skills

Strong communication

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

A reputable insurance agency is seeking a Financial Services Representative to market financial products and consult customers on their insurance needs. The ideal candidate will possess strong analytical and communication skills, holding an Active Life & Health license. Responsibilities include generating leads and conducting financial reviews, ensuring compliance with industry regulations. This full-time position offers a competitive salary ranging from $60,000 to $90,000.