Top 111 Financial service representative Jobs in Naples, Fl

Annuity Sales Consultant - Wholesaler Representative
Confidential —Bonita Springs, FL
- $60,000 - $110,000 a year
- Full-time
- Background check
- Sales
- Office
- Paid training
- Health insurance
Quick Apply
Financial Service Representative
Money Mart —Naples, FL
- CPR Certification
- High school diploma or GED
- First Aid Certification
- Health insurance
- Dental insurance
Quick Apply
9d
Store Manager In Training
Circle K —Bonita Springs, FL
- Weekends as needed
- Computer literacy
- Writing skills
- Merchandising
4d
B2B Account Executive
Wholesale Payments Inc. —Florida
- $80,000 - $150,000 a year
- Full-time
- Hospitality
- US work authorization
- 1 year
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative, Transportation
WeDriveU —Naples, FL
- $24.17 an hour
- Full-time
- Spanish
- Word processing
- Computer literacy
- Commuter assistance
- Paid holidays
Quick Apply
8d
Customer Service Representative
Lee County Tax Collector —Bonita Springs, FL
- From $20.21 an hour
- Full-time
- Office
- High school diploma or GED
- Driver's License
- Paid holidays
- Disability insurance
Lead CSR/Teller - Lely (Naples, FL) - Full Time
Fifth Third Bank —Naples, FL
- Full-time
- Mid-level
- Office
- High school diploma or GED
Financial Advisor with Healthcare Background
Northwestern Mutual - Lawhon Network —Naples, FL
- $81,000 - $98,300 a year
- Full-time
- Mid-level
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
7d
Store Manager
Sierra —Naples, FL
- $74,800 - $102,900 a year
- Full-time
- Merchandising
- Mid-level
- 3 years
- Health savings account
- Paid holidays
4d
Financial Services Representative II - Naples
Teachers Federal Credit Union —Naples, FL
- $24 - $27 an hour
- Full-time
- Background check
- Pass drug screening
- Mid-level
- Dental insurance
- 401(k)
Quick Apply
Business Services Representative Target
First Citizens Bank —Bonita Springs, FL
- Full-time
- Mid-level
- Office
- High school diploma or GED
Personal Lines Account Manager
Shepherd Insurance LLC —Naples, FL
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Financial Services Representative (Hybrid Remote)
Life Of Fortitude —Ft Myers Bch, FL
- $500 - $30,000 a month
- Part-time
- Hybrid work
- 18 years or older
- Military
- 11+ years
- Work from home
- Flexible schedule
Quick Apply
3d
Universal Banker
First Horizon Bank —Naples, FL
- Full-time
- High school diploma or GED
- Entry level
- Commercial
- Wellness program
- Health savings account
Quick Apply
4d
Relationship Banker/SR - Collier County - Lely
Truist Bank —Naples, FL
- Extended hours
- Background check
- Computer literacy
- English
- AD&D insurance
- Paid holidays
3d
Retail Sales Representative
Garage Door Partners —Naples, FL
- $70,000 - $120,000 a year
- Full-time
- Public speaking
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Product Support Specialist
Herc Rentals —Bonita Springs, FL
- $65,000 - $75,000 a year
- Full-time
- Oracle
- Writing skills
- Mid-level
- Paid parental leave
- Health savings account
1d
Customer Relationship Officer
National Bank of Canada —Naples, FL
- Full-time
- Computer literacy
- English
- Research
Branch Manager
Sunflower Bank NA —Naples, FL
- Online Application
- Computer literacy
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
5d
Universal Banker Float
First Horizon Bank —Naples, FL
- Full-time
- Research
- High school diploma or GED
- Entry level
- Wellness program
- Health savings account
Quick Apply
1d

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financial service representative jobs near naples, fl

Annuity Sales Consultant - Wholesaler Representative

Confidential
Bonita Springs, FL

Quick Apply

Job Details

Full-time
$60,000 - $110,000 a year

Benefits

Paid training
Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Investment firm experience
Life Insurance License
Financial sales
Customer relationship building
Email customer support
Sales
Phone communication
Competitive analysis
Phone canvassing
Lead Tracking
Insurance sales
Associate's degree
Sales follow-up
Conducting sales calls
Consultative selling
Client interaction via phone calls

Full Job Description

Compensation Base Salary + Commissions

We are a financial wholesaling firm seeking an Annuity Sales Consultant to help financial advisors and bank representatives better serve their clients. We emphasize relationship-first consultative sales, exceptional service, and empower our team with tools, training, and mentorship to succeed.

This is a W2 role.

While in the office you will work in close quarters under a team of established wholesalers, former senior advisors of investment firms, and a founder with decades of experience who is known throughout the Financial Wholesaling Industry.

We provide full training, mentorship, and licensing support.

Life Insurance license is required.

What You’ll Do

Engage financial advisors and bank representatives via phone, email, and virtual meetings.
Learn and promote our suite of annuity products while staying informed on competitor offerings.
Support advisors with illustrations, proposals, and case preparation. We will train you on how to do this!
Build trust through consistent follow-up, relationship management, and exceptional service.
Track activity and progress using our CRM system (Salesforce)
(We will train you on products, even if you don't have any annuity or investment knowledge base)
In the first week you will Spend 50% of your day in hands-on sales and product training with our team.

What We’re Looking For

Required

Strong communication skills (phone and email)
Competitive, goal-oriented mindset with a focus on relationship building
Ability to handle outbound calling with professionalism and persistence
Eagerness to learn about financial services; annuities.
Organizational skills to manage multiple leads, follow-ups, and client requests
Ability to work in-office (no remote option)

Preferred but Not Required

Previous sales experience
Interest in building a long-term career in sales within financial services industry
Salesforce certifications and/or experience with Salesforce a plus

Why Join Us

Competitive Base salary + uncapped commission potential.
Ability to earn $100k+ in the first year
Licensing support and paid training
Benefits include- Paid Time Off / Health, Dental, Optical Insurance.
Work in a fast-growing firm making a real impact for financial professionals and their clients

How to Apply:
Apply on Indeed & submit your resume and a short cover letter explaining why you’re the perfect fit for a relationship-driven sales role in financial services to: [email protected].

Job Type: Full-time

Projected Total Compensation: $60,000.00 - $110,000.00 per year

Benefits:

Dental insurance
Health insurance
Paid time off
Vision insurance

Education:

Associate (Preferred)

License/Certification:

Life Insurance License (Preferred)

Ability to Commute:

Bonita Springs, FL 34135 (Preferred)

Ability to Relocate:

Bonita Springs, FL 34135: Relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

financial service representative jobs in naples, fl

Annuity Sales Consultant - Wholesaler Representative

Financial Service Representative

Store Manager In Training

B2B Account Executive

Customer Service Representative, Transportation

Customer Service Representative

Lead CSR/Teller - Lely (Naples, FL) - Full Time

Financial Advisor with Healthcare Background

Store Manager

Financial Services Representative II - Naples

Business Services Representative Target

Personal Lines Account Manager

Financial Services Representative (Hybrid Remote)

Universal Banker

Relationship Banker/SR - Collier County - Lely

Retail Sales Representative

Product Support Specialist

Customer Relationship Officer

Branch Manager

Universal Banker Float

I want to receive the latest job alert for financial service representative in naples, fl

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