Financial Representative

Established in 1992, SmartWealth 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, SmartWealth offers a range of financial guidance and protection services. Offices in Maitland and Fort Myers, FL, the agency provides securities products and advisory services through Park Avenue Securities, LLC. SmartWealth is known for its commitment to empowering clients to make informed financial decisions and achieve their financial goals with confidence. Role Description This is a full-time, on-site or home-based role for an Investment Representative / Insurance Sales professional based in Maitland, Fl. 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. Qualifications 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. #J-18808-Ljbffr