Investment Representative​/Insurance Sales

Overview

Established in 1987, Alliance Financial Group is dedicated 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, Alliance Financial Group offers a range of financial guidance and protection services. Headquartered in Fort Myers, FL, the agency provides securities products and advisory services through Park Avenue Securities, LLC.

Alliance Financial Group is known for its commitment to empowering clients to make informed financial decisions and achieve their financial goals with confidence.

This is a full-time, on-site role for an Investment Representative / Insurance Sales professional based in Fort Myers and Naples office. Responsibilities include identifying clients’ financial needs, developing personalized financial and insurance strategies, providing guidance on investment opportunities, and fostering long-term client relationships. The role involves maintaining an in-depth understanding of financial products, achieving sales targets, and operating with professionalism and adherence to compliance regulations.

Identify clients’ financial needs and develop personalized financial and insurance strategies. Provide guidance on investment opportunities and foster long-term client relationships. Maintain an in-depth understanding of financial products and comply with applicable regulations while achieving sales targets.

• Strong knowledge and experience in investment strategies, insurance products, and financial planning.
• Sales acumen combined with exceptional interpersonal and communication skills.
• Ability to analyze financial situations and recommend suitable solutions tailored to individual client goals.
• Licenses including FINRA Series 6 or 7, and state-specific insurance licenses, or willingness to obtain them.
• Motivation to meet sales targets while upholding ethical standards and compliance guidelines.
• Prior experience in financial services or insurance is preferred but not mandatory.
• Bachelor’s degree in finance, business, economics, or a related field is beneficial.