Financial Services Advisor — Flexible Schedule & Growth

Thesamsagency; Louisville (KY); Sur place; USD 45 000 - 60 000; Plein temps

Avantages offerts par ce poste

Simple IRA

Licensing paid

Advancement opportunities

Paid time off

Training & development

Performance bonus

Competitive salary

Flexible schedule

Résumé du poste

The State Farm Agent Team led by Lisa Sams in Louisville, KY is seeking a Financial Services Representative to market and educate customers on financial products, including life and health insurance and investment options. You will combine sales acumen with a consultative approach to protect clients’ everyday risks.

This role emphasizes adherence to regulatory standards, lead generation, and ongoing training.

Qualifications

• Active Life & Health license (required or can be obtained quickly).
• FINRA Series 6/63/65 or SIE license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy and customer-focused demeanor.

Responsabilités

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

Connaissances

License (Life & Health)

FINRA/SIE preferred

Financial services experience

Communication skills

Customer-focused demeanor

Description du poste

The State Farm Agent Team led by Lisa Sams in Louisville, KY is seeking a Financial Services Representative to market and educate customers on financial products, including life and health insurance and investment options. You will combine sales acumen with a consultative approach to protect clients’ everyday risks.

This role emphasizes adherence to regulatory standards, lead generation, and ongoing training.