Financial Services Rep — Flexible, Rewarding Insurance Career

Jkizziah; Pensacola (FL); Sur place; USD 50 000 - 175 000; Plein temps

Avantages offerts par ce poste

Simple IRA

Opportunity for advancement

Paid time off

Bonus based on performance

Health insurance

Training & development

Competitive salary

Flexible schedule

Company parties

Résumé du poste

John Kizziah - State Farm Agent in Pensacola, FL seeks a dynamic Financial Services Representative to promote and sell our insurance and financial services products to prospective clients.

This full-time role requires licenses in Life & Health and FINRA/SIE, plus experience in financial services or insurance; you will conduct reviews, advise on investments, and ensure regulatory compliance while delivering outstanding customer service.

Qualifications

• Active Life & Health license is required.
• FINRA/SIE license or Series 6/63/65/MODULE preferred.
• Experience in financial services and/or insurance is expected.
• Professional, trustworthy and customer-focused demeanor essential.

Responsabilités

• 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.

Connaissances

Active Life & Health license

FINRA Series 6/63/65 or SIE license

Previous experience in financial vs./&

Professional, trustworthy demeanor

Description du poste

John Kizziah - State Farm Agent in Pensacola, FL seeks a dynamic Financial Services Representative to promote and sell our insurance and financial services products to prospective clients.

This full-time role requires licenses in Life & Health and FINRA/SIE, plus experience in financial services or insurance; you will conduct reviews, advise on investments, and ensure regulatory compliance while delivering outstanding customer service.