Financial Services Advisor — Growth, Benefits & Flex
Ruz Ogra - State Farm Insurance Agent
An application made for this job — a tailored resume and cover letter that speak straight to the posting.
Benefits offered by this job
Job summary
Ruz Ogra - State Farm Insurance Agent in Gainesville seeks a Financial Services Representative to join our team. This full-time role focuses on financial planning, life and health insurance, and long-term protection strategies, with a strong emphasis on building lasting client relationships.
The ideal candidate will hold Active Life & Health licenses and FINRA licenses, bringing strong communication and analytical skills.
Qualifications
- Active Life & Health license required.
- FINRA Series 6/63/65 or 7 license preferred.
- Previous experience in financial services and/or insurance.
- Strong communication and analytical skills; professional, customer-focused demeanor.
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
Education
Job description
Ruz Ogra - State Farm Insurance Agent in Gainesville seeks a Financial Services Representative to join our team. This full-time role focuses on financial planning, life and health insurance, and long-term protection strategies, with a strong emphasis on building lasting client relationships.
The ideal candidate will hold Active Life & Health licenses and FINRA licenses, bringing strong communication and analytical skills.
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