Licensed Financial Services Representative

Job Description

Job Description

Financial Services Representative
Jada Ashbacher Agency Allstate | Naples, FL
Full-Time | In-Office

The 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 Overview

In 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.

Responsibilities

• Develop leads, schedule appointments, and identify customer needs
• Build and maintain strong customer relationships
• Educate clients on insurance and financial service options
• Recommend appropriate products and services based on customer goals
• Follow up with prospects, warm leads, and existing clients
• Help establish and meet agency production goals
• Maintain a customer-focused, needs-based approach in every interaction
• Contribute to agency growth through strong sales performance and exceptional service

Requirements

• Must have P&C and L&H License (or willing to obtain)
• Insurance experience preferred
• Sales experience required
• Strong customer service and communication skills
• Ability to build rapport and develop long-term client relationships
• Ability to effectively present products and services to potential clients
• Strong organizational and multitasking skills
• Positive, professional, and goal-oriented attitude
• Open to feedback, coaching, and ongoing professional development
• Current and/or prior insurance licensing is a strong plus

Ideal Candidate

We are looking for someone who is:

• Outgoing and confident
• Professional and relationship-focused
• Competitive and results-driven
• Honest, hardworking, and dependable
• Motivated to grow in both insurance and financial services
• Able to bring strong energy and initiative to the office every day

Compensation

• Base salary + commission
• Uncapped earning potential
• Performance-driven opportunity in a growing agency environment

Benefits and Perks

• Hands-on training and development
• Career growth opportunity
• Supportive, team-oriented office
• Long-term advancement potential

Work Environment

• In-office position
• Located in Naples, FL
• Fast-paced, collaborative agency setting
• Growth-focused culture centered on service, effort, and results

Apply

If you are motivated, professional, and ready to grow your career with an established Allstate agency, we would love to hear from you.