Investment Representative / Insurance Sales Job at Alliance Financial Group, Fort Myers, FL

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  • Alliance Financial Group
  • Fort Myers, FL

Job Description

About Alliance Financial Group

Founded in 1987, Alliance Financial Group (AFG) helps individuals, families, and businesses achieve long-term financial security and confidence in their financial decisions.

The Opportunity

Alliance Financial Group is seeking motivated Investment Representatives / Financial Advisors to join our growing team.

In this role, you will partner with clients to design personalized financial strategies that help them protect what matters most while building long-term wealth.

This opportunity is ideal for professionals who are entrepreneurial, client-focused, and looking to build a rewarding career helping others achieve financial independence.

What You’ll Do

• Identify and assess clients’ financial goals, risk tolerance, and long-term objectives

• Develop customized financial strategies including investments, insurance, and retirement planning

• Educate clients on wealth-building, protection strategies, and risk management solutions

• Build and maintain long-term client relationships based on trust and performance

• Stay informed on financial products, market trends, and regulatory requirements

• Achieve sales and client service goals while maintaining the highest ethical and compliance standards

Compensation & Income Stability

This role includes a guaranteed non-recourse draw that functions like a salary , designed to provide financial stability while advisors build their client base.

What this means:

• Paid as W-2 income

Guaranteed monthly income that never has to be repaid

• Commissions earned offset the draw as production grows

Typical income ranges:

Experienced & fully licensed advisors:

$6,000 – $8,000/month draw ($72K – $96K annually)

New or partially licensed candidates:

$4,000 – $6,000/month draw ($48K – $72K annually)

Seasoned advisors with an active book:

Up to ~$10,000/month combined with potential transition support

Why Advisors Choose Alliance Financial Group

AFG offers a long-term career platform rarely found in the financial services industry:

Lifetime Renewal Income – Continue earning renewals even after retirement

Defined Benefit Pension Plan – A true pension based on W-2 income and tenure

Three Deferred Compensation Programs – Additional long-term wealth building

Book-of-Business Buyout – Guardian purchases your book at retirement

Transition Compensation – Available for advisors with an existing client base

What We’re Looking For

• Strong interest in financial planning, investments, and insurance strategies

• Excellent relationship-building and communication skills

• Analytical mindset with the ability to recommend tailored solutions

• Entrepreneurial drive and commitment to client success

Preferred Qualifications

• FINRA Series 6 or 7 license

• State insurance licenses (or willingness to obtain)

• Background in financial services, banking, insurance, or sales

• Bachelor’s degree in Finance, Business, Economics, or a related field is a plus

Additional Job Application Terms

This job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

 

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.

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