On-Site Investment & Insurance Advisor

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

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