Licensed Financial Pro (Series 6 & 65) | Client Growth

Angie Lewis - State Farm Insurance Agent; Ocala (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

A local insurance agency in Ocala, Florida is seeking a knowledgeable Financial Professional with active Series 6 & 65 licenses. The role involves providing financial guidance and solutions while delivering exceptional client service. Candidates should possess strong interpersonal skills and a desire to grow in the financial services industry. Previous experience in financial services or insurance is preferred, along with a commitment to ethical standards.

Qualifications

• Active Series 6 & 65 licenses are required.
• Strong interpersonal and communication skills.
• Self-motivated with a desire to grow within the financial services industry.

Responsibilities

• Deliver personalized financial services including mutual funds and annuities.
• Build and maintain strong client relationships through exceptional service.
• Develop financial strategies tailored to client needs.

Skills

Interpersonal skills

Communication skills

Self-motivation

Job description

A local insurance agency in Ocala, Florida is seeking a knowledgeable Financial Professional with active Series 6 & 65 licenses. The role involves providing financial guidance and solutions while delivering exceptional client service. Candidates should possess strong interpersonal skills and a desire to grow in the financial services industry. Previous experience in financial services or insurance is preferred, along with a commitment to ethical standards.