Financial Services Rep: Insurance & Financial Planning

John-Kizziah---State-Farm-Agent; Pensacola (FL); Vor Ort; USD 40.000 - 65.000; Vollzeit

Benefits dieser Stelle

Simple IRA

Advancement opportunities

Paid time off

Training & development

Bonus based on performance

Health insurance

Flexible schedule

Company parties

Zusammenfassung

John Kizziah - State Farm Agent is seeking a Financial Services Representative to promote and sell insurance and financial services to clients in Pensacola, FL. You will guide clients through planning, investments, and risk management, while supporting compliance and a strong customer focus.

The role emphasizes building trust, providing personalized solutions, and contributing to a collaborative team environment. Training and development opportunities are available.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Active Life & Health license

FINRA Series 6/63/65 or SIE license

Previous experience in financial/insur

Customer-focused demeanor

Jobbeschreibung

John Kizziah - State Farm Agent is seeking a Financial Services Representative to promote and sell insurance and financial services to clients in Pensacola, FL. You will guide clients through planning, investments, and risk management, while supporting compliance and a strong customer focus.

The role emphasizes building trust, providing personalized solutions, and contributing to a collaborative team environment. Training and development opportunities are available.