Financial Services Advisor - Flexible Schedule & Growth

Will Rentschler; Pensacola (FL); Hybrid; USD 38,000 - 64,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Competitive salary

Dental insurance

Flexible schedule

Health insurance

Opportunity for advancement

Paid time off

Training & development

Job summary

Will Rentschler, a State Farm Agent, is seeking a Financial Services Representative to market financial products and educate customers on options. The role emphasizes a consultative approach, sales-minded engagement, and analytical precision to support clients and grow the agency.

The position requires active Life & Health license or ability to obtain quickly, with preferred FINRA licensing. A professional, customer-focused demeanor and strong communication are essential for success.

Qualifications

• Active Life & Health license (required or ability to obtain quickly).
• FINRA Series 6/63/65 or 7 license preferred.
• Previous experience in financial services and/or insurance.
• Strong communication and analytical skills.
• Professional, trustworthy, and customer-focused demeanor.

Responsibilities

• Consult customers on financial planning, investment options, and life/health insurance coverage.
• Identify customer 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.

Skills

Strong communication

Analytical skills

Customer-focused demeanor

Education

Active Life & Health license

FINRA Series 6/63/65 or 7 license

Job description

Will Rentschler, a State Farm Agent, is seeking a Financial Services Representative to market financial products and educate customers on options. The role emphasizes a consultative approach, sales-minded engagement, and analytical precision to support clients and grow the agency.

The position requires active Life & Health license or ability to obtain quickly, with preferred FINRA licensing. A professional, customer-focused demeanor and strong communication are essential for success.