Kestra Financial Independent Advisor

Life Insurance Specialist/Producer - Adcock Financial Group

Kestra Financial Independent Advisor(2 years ago)

Tampa, United StatesOnsiteFull TimeMedior$0 - $0Finance
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About this role

Adcock Financial Group, a family-owned financial services firm in Tampa, FL, is seeking a licensed insurance professional to join its estate planning and life insurance team. The role supports clients across life insurance, executive benefits, and estate planning while contributing to a growing book of business and new client onboarding. The firm emphasizes relationship-driven service and professional solutions in a rapidly expanding practice.

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Required Skills

  • Relationship Building
  • Prospecting
  • Client Service
  • Case Design
  • Estate Planning
  • Life Insurance
  • Annuities
  • Licensing
  • CRM
  • Microsoft Excel

+3 more

Qualifications

  • Florida 2-14/15 Life and Variable Annuity License
  • Bachelor's Degree (Preferred)
Kestra Financial Independent Advisor

About Kestra Financial Independent Advisor

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