Investment Representative​/Insurance Sales

Overview

Founded in 1987,
Alliance Financial Group is committed 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), we offer a range of financial guidance and protection services. Headquartered in Fort Myers, FL
, our agency provides securities products and advisory services through Park Avenue Securities, LLC
. At Alliance Financial Group, we empower clients to make informed financial decisions and achieve their goals with confidence.

We are seeking a full-time Investment Representative / Insurance Sales Professional to join our team in Fort Myers and Naples. In this role, you will:

• Identify and assess clients’ financial needs and goals
• Develop tailored financial and insurance strategies to meet client objectives
• Provide expert guidance on investment opportunities and risk management solutions
• Build and maintain long-term client relationships
• Stay current with financial products and trends
• Achieve sales targets while maintaining professional ethics and compliance standards

• Strong knowledge in investment strategies
  , insurance products
  , and financial planning
• Exceptional interpersonal and communication skills
• Ability to analyze financial situations and recommend personalized solutions
• FINRA Series 6 or 7 licenses and state-specific insurance licenses (or willingness to obtain)
• Drive to meet sales targets with a commitment to ethical standards and compliance
• Prior experience in financial services or insurance is preferred but not required
• A bachelor’s degree in finance
  , Business
  , Economics
  , or a related field is a plus

At Alliance Financial Group, we believe in fostering a supportive and empowering work environment where you can grow professionally and make a real impact on clients’ financial success. If you’re passionate about helping people achieve their financial goals, we’d love to hear from you!

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We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.