Financial Services Representative - Part Time
daybright financialGainesville (FL)
Financial Services Representative - Part Time
Posted yesterday
daybright financialGainesville (FL)
Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelPortfolio Management and Investment Advice
SENIORITY
Junior
About the role
About Daybright Financial Simply put, we are one of the nation's largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. Daybright Financial also operates a dedicated independent divisional team, Daybright Broker Solutions, to further enhance the services, support, and marketing resources to grow the businesses of benefits brokers and consultants and enable professional employer organizations (PEOs) to bring more to the table for their clients — through the seamless delivery of Fortune 500-level health and financial wellness solutions. For more information on Daybright Financial, visit Follow Daybright on LinkedIn, Instagram, Facebook, and YouTube .Daybright is currently seeking a Financial Advisor to join our Individual Financial Solutions Segment located in Alachua County, Florida. Be part of a team of thought leaders and retirement planning professionals.**This is a unique worksite sales opportunity for the right Financial Advisor that entails: Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Analyzing financial information obtained from clients to determine strategies for meeting clients' financial objectives. Selling financial products such as annuities, mutual funds, and insurance. Reviewing clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicates a need for plan reassessment. Recommending strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning. Building and maintaining client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis. Answering clients' questions about the purposes and details of financial plans and strategies. Financial services sales experience required .~ Securities registration (FINRA Series 6 or Series 7 & 65), required.~ FL Life & Health insurance license, required.~
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.