Financial Services Advisor | Flexible Schedule & Growth

Lopezoffice; Orlando (FL); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

401(k)

Health insurance

Performance-based bonuses

Paid time off

Flexible schedule

Training & development

Opportunity for advancement

Job summary

Lopezoffice in Orlando, FL is seeking a Financial Services Representative - State Farm Agent Team Member to market financial products and provide exceptional customer service. The role requires strong communication and analytical skills along with a valid Life & Health license.

The position offers a competitive salary between $50,000 and $65,000, bonuses based on performance, and benefits including health insurance and 401(k). With opportunities for advancement and training, this is a great career opportunity.

Qualifications

• Previous experience in financial services and/or insurance is preferred.
• Ability to generate and follow up on leads for new business.
• Maintain compliance with financial regulations.

Responsibilities

• Consult customers on financial planning and investment options.
• Identify customer needs and present tailored insurance solutions.
• Conduct financial reviews and recommend appropriate products.

Skills

Strong communication skills

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA SIE, Series 6/63/65 or 7 license

Job description

Lopezoffice in Orlando, FL is seeking a Financial Services Representative - State Farm Agent Team Member to market financial products and provide exceptional customer service. The role requires strong communication and analytical skills along with a valid Life & Health license.

The position offers a competitive salary between $50,000 and $65,000, bonuses based on performance, and benefits including health insurance and 401(k). With opportunities for advancement and training, this is a great career opportunity.