Licensed Financial Advisor

Jada Ashbacher - Allstate; Naples (FL); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Base salary + commission

Uncapped earning potential

In-office professional development

Team-oriented culture

Job summary

The Jada Ashbacher Agency Allstate is seeking a Licensed Financial Advisor for a full-time, in-office role in Naples, FL. You will guide clients on insurance and financial solutions, build relationships, and contribute to agency growth through proactive service and sales.

Ideal candidates have active P&C and L&H licenses, proven sales experience, and strong communication skills. This is a hands-on, client-focused opportunity with growth potential within a reputable agency.

Qualifications

• Active P&C (Property and Casualty) and L&H (Life and Health) insurance licenses, or willingness to obtain.
• Proven sales experience and strong communication skills.
• Customer-focused with ability to build rapport and trust.

Responsibilities

• Develop leads and schedule client appointments.
• Educate clients on insurance and financial service products.
• Identify client needs and recommend suitable products and services.
• Drive agency growth through strong sales performance and client service.

Skills

Sales experience

Communication skills

Customer service

Education

P&C license

L&H license

Job description

Licensed Financial Advisor

The Jada Ashbacher Agency Allstate is seeking an experienced and motivated Licensed Financial Advisor to join our team on a full-time, in-office basis. As a Licensed Financial Advisor, you will play a crucial role in guiding clients through important financial decisions, offering both insurance and financial service solutions that help protect what matters most to them. This position is ideal for professionals who are passionate about building relationships, supporting clients' long-term goals, and contributing to the ongoing success of a reputable agency.

Our agency is known for its fast-paced, client-centric approach. As a Licensed Financial Advisor, you will have the opportunity to demonstrate your sales expertise, leverage your industry licenses, and make a positive impact on individuals and families seeking financial security. This role offers a strong foundation for career advancement within the insurance and financial services sector, providing an environment that values your professional development and commitment to excellence.

In this full-time position, you will engage directly with customers, identifying their unique needs and recommending tailored insurance and financial products. You will be responsible for generating new business, strengthening client relationships, and supporting the agency’s growth targets. Your ability to connect with clients, understand their priorities, and educate them on available options will be key to your success in the role of Licensed Financial Advisor.

We are seeking applicants who bring a proactive mindset, excellent organizational skills, and a desire to continuously improve. As a Licensed Financial Advisor, you will be expected to uphold high standards of professionalism, maintain a customer-first approach, and consistently strive to exceed agency goals through quality service and results-driven sales efforts. Naples, Florida, offers a vibrant community and dynamic business environment, providing an excellent backdrop for your career in financial advising.

Licensed Financial Advisor - Summary

• Full-time, in-office position with a focus on insurance and financial service solutions
• Opportunity to work directly with clients, identifying needs and recommending appropriate products
• Role involves both sales and customer relationship management responsibilities
• Active contribution to agency growth and client satisfaction

Duties & Responsibilities

• Develop leads, schedule client appointments, and assess customer needs
• Build and nurture long-term relationships with clients
• Educate clients on insurance and financial service products
• Recommend suitable products and services aligned with client goalsEngage in follow-up communications with prospects and existing clients
• Assist in achieving agency production targets
• Maintain a needs-based, customer-oriented approach in every interaction
• Drive agency growth through strong sales performance and outstanding client service

Salary & Benefits

• Base salary plus commission structure
• Uncapped earning potential based on performance
• Opportunities for professional and financial growth within the agency
• Hands-on training and ongoing development
• Supportive and collaborative team environment
• Long-term advancement prospects for dedicated employees

Qualifications & Requirements

• Active P&C (Property and Casualty) and L&H (Life and Health) insurance licenses, or willingness to obtain
• Previous insurance industry experience preferred
• Proven sales experience required
• Strong communication and customer service abilities
• Demonstrated skill in building rapport and establishing client trust
• Ability to present products and services effectively to clients
• Excellent organizational and multitasking skills
• Professional, positive, and goal-oriented attitude
• Openness to feedback, coaching, and continuous learning
• Current or prior insurance licensing is a strong advantage

Ideal Candidate Snapshot

• Outgoing, confident, and relationship-focused professional
• Results-driven and competitive mindset
• Honest, dependable, and hardworking disposition
• Motivated to grow within the insurance and financial services industry
• Brings energy and initiative to daily responsibilities
• Committed to providing exceptional service and support to clients

Other Relevant Information

• In-office work setting offers a collaborative, growth-oriented culture
• Agency places a strong emphasis on service, effort, and achieving measurable results
• Position located in a vibrant and growing business community
• Allstate agency affiliation provides reputable backing and resources
• Career-focused environment with opportunities for advancement based on performance