Financial Services Advisor — Flexible Schedule & Growth
Jkizziah
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Benefits offered by this job
Job summary
John Kizziah - State Farm Agent is seeking a Financial Services Representative to promote and sell a broad range of insurance and financial services. You will advise clients on planning, investments, and insurance, and help manage portfolios while ensuring regulatory compliance.
A strong client‑driven approach and sales skills are essential. Ideal candidates have an active Life & Health license and relevant FINRA/SIE credentials, with experience in financial services or insurance.
Qualifications
- Active Life & Health license required.
- FINRA Series 6/63/65 or SIE license preferred.
- Experience in financial services and/or insurance is desirable.
Responsibilities
- Consult customers on financial planning, investment options, and life/health insurance coverage.
- Assist customers with portfolio management, asset allocation, and risk management strategies.
- Conduct financial reviews and recommend personalized product solutions.
- Maintain compliance with financial and insurance regulations.
- Perform customer needs analysis and engage in sales conversations.
Skills
Job description
John Kizziah - State Farm Agent is seeking a Financial Services Representative to promote and sell a broad range of insurance and financial services. You will advise clients on planning, investments, and insurance, and help manage portfolios while ensuring regulatory compliance.
A strong client‑driven approach and sales skills are essential. Ideal candidates have an active Life & Health license and relevant FINRA/SIE credentials, with experience in financial services or insurance.
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