Investment Representative / Insurance Sales

Alliance Financial Group; Fort Myers (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

Alliance Financial Group in Fort Myers/Naples is seeking a full-time Investment Representative / Insurance Sales professional. The role involves identifying clients' financial needs, developing personalized financial and insurance strategies, and guiding investment opportunities.

You will build long-term client relationships while maintaining a high standard of professionalism and compliance. The position requires strong sales and interpersonal skills, knowledge of investment strategies, and

Qualifications

• Strong knowledge of investment strategies, insurance products, and financial planning.
• Sales acumen paired with exceptional interpersonal and communication skills.
• Ability to analyze financial situations and tailor solutions to client goals.
• Licenses including FINRA Series 6 or 7, and state insurance licenses, or willingness to obtain them.

Responsibilities

• Identify clients' financial needs and develop personalized financial and insurance strategies.
• Provide guidance on investment opportunities and products.
• Foster long-term client relationships and maintain compliance with regulations.
• Meet sales targets while upholding ethical standards.

Skills

Sales acumen

Interpersonal skills

Communication skills

Financial analysis

Financial planning

Education

Bachelor's degree (finance/business/economics)

Tools

FINRA Series 6

FINRA Series 7

Insurance licenses

Job description

Established in 1987, Alliance Financial Group is dedicated to helping individuals and businesses achieve financial security and well-being. As part of The Guardian Network and partnered with The Guardian Life Insurance Company of America, a Fortune 250 company, Alliance Financial Group offers a range of financial guidance and protection services. Headquartered in Fort Myers, FL, the agency provides securities products and advisory services through Park Avenue Securities, LLC. Alliance Financial Group is known for its commitment to empowering clients to make informed financial decisions and achieve their financial goals with confidence.

Role Description

This is a full-time, on-site role for an Investment Representative / Insurance Sales professional based in Fort Myers and Naples office. Responsibilities include identifying clients' financial needs, developing personalized financial and insurance strategies, providing guidance on investment opportunities, and fostering long-term client relationships. The role involves maintaining an in-depth understanding of financial products, achieving sales targets, and operating with professionalism and adherence to compliance regulations.

Qualifications

• Strong knowledge and experience in investment strategies, insurance products, and financial planning.
• Sales acumen combined with exceptional interpersonal and communication skills.
• Ability to analyze financial situations and recommend suitable solutions tailored to individual client goals.
• Licenses including FINRA Series 6 or 7, and state-specific insurance licenses, or willingness to obtain them.
• Motivation to meet sales targets while upholding ethical standards and compliance guidelines.
• Prior experience in financial services or insurance is preferred but not mandatory.
• Bachelor's degree in finance, business, economics, or a related field is beneficial.