Unknown Company

Licensed Financial Services Representative

naples, fl • Posted 4 days ago
Onsite Full Time General

Licensed Financial Services RepresentativeThe Jada Ashbacher Agency – Allstate is seeking an ambitious, professional, and career-driven Licensed Financial Services Representative to join our growing team in Naples, Florida. We are looking for someone who is confident building relationships, identifying customer needs, and helping clients protect what matters most through insurance and financial services.This is an excellent opportunity for a motivated sales professional who wants to grow in a fast-paced, customer-focused agency environment with strong income potential and room for advancement.Position OverviewIn this role, you will work directly with customers to uncover needs, build trust, and recommend insurance and financial service solutions that fit their goals. You will help generate new business, strengthen existing client relationships, and contribute to the continued growth of the agency.We are looking for someone who is proactive, sales-minded, organized, and comfortable having meaningful conversations with customers about protecting their families, assets, and future.ResponsibilitiesDevelop leads, schedule appointments, and identify customer needsBuild and maintain strong customer relationshipsEducate clients on insurance and financial service optionsRecommend appropriate products and services based on customer goalsFollow up with prospects, warm leads, and existing clientsHelp establish and meet agency production goalsMaintain a customer-focused, needs-based approach in every interactionContribute to agency growth through strong sales performance and exceptional serviceRequirementsMust have P&C and L&H License (or willing to obtain)Insurance experience preferredSales experience requiredStrong customer service and communication skillsAbility to build rapport and develop long-term client relationshipsAbility to effectively present products and services to potential clientsStrong organizational and multitasking skillsPositive, professional, and goal-oriented attitudeOpen to feedback, coaching, and ongoing professional developmentCurrent and/or prior insurance licensing is a strong plusIdeal CandidateWe are looking for someone who is:Outgoing and confidentProfessional and relationship-focusedCompetitive and results-drivenHonest, hardworking, and dependableMotivated to grow in both insurance and financial servicesAble to bring strong energy and initiative to the office every dayCompensationBase salary + commissionUncapped earning potentialPerformance-driven opportunity in a growing agency environmentBenefits and PerksHands-on training and developmentCareer growth opportunitySupportive, team-oriented officeLong-term advancement potentialWork EnvironmentIn-office positionLocated in Naples, FLFast-paced, collaborative agency settingGrowth-focused culture centered on service, effort, and results

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