What are the responsibilities and job description for the Financial Advisor position at Gulf Coast Educators Insurance?
Gulf Coast Educators Insurance Solutions and Wealth Management (GCE) is seeking Financial Professionals and Financial Advisors in Naples and Fort Myers to provide retirement and financial planning services to the local K-12 educator community in Lee and Collier Counties. This is a specific prospecting opportunity in a terrific niche market. Assigned school territories can be provided.
Advisors looking to move their book to a different firm are also invited to apply. GCE offers independence and the chance to help clients in a meaningful way. This is a unique opportunity to elevate your practice and algin with a motivated partner.
Qualified candidates will:
- Provide clients with a full range of investment and insurance solutions
- Be an established, consummate professional at all times, both internally with our team and externally with the public
- Have the ability to generate leads; set and hold productive meetings; present and implement solutions; and be proactive in providing ongoing client support and service
Preferred Skills and Experience:
- Financial services experience required
- FINRA Series 7/66 or 6/63/65 registrations, or ability to pass exams
- FL 2-15 state insurance license, or ability to pass exam
- Bachelor’s degree preferred
- Excellent written and oral communication skills
- Ability to prospect for and service clients digitally
GCE is dedicated to providing insurance and financial products that provide quality protection and value-added service. We offer auto insurance, home insurance, life insurance, supplemental insurance, and commercial insurance policies. Through Lincoln Investment, our financial professionals also offer a variety of financial services to help our client achieve their retirement dreams.