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Associate Financial Representative Jobs in Naples, FL

AFC Field Sales & Service Rep

Naples, FL · Hybrid

$18.75 - $26/hr

This field-based role enables associates to primarily operate in the field, traveling to client ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

New

Part Time Sales Associate

Naples, FL · On-site

$12.75 - $17.50/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

Sales Associate - Part-Time

Naples, FL · On-site

$13.25 - $18/hr

You will deliver a top-notch customer experience that represents our brand's minimalist and sensual ... We strive to provide options when it comes to your health, finances, and work-life balance. This ...

Sales Associate - Part-Time

Naples, FL · On-site

$13.25 - $18/hr

You will deliver a top-notch customer experience that represents our brand's minimalist and sensual ... We strive to provide options when it comes to your health, finances, and work-life balance. This ...

AFC Field Sales & Service Rep

Naples, FL · Hybrid

$18.75 - $26/hr

This field-based role enables associates to primarily operate in the field, traveling to client ... financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce ...

Sales Associate

Naples, FL · On-site

$13.25 - $18/hr

Stays current on all financial goals and priorities * Support the leadership team in achieving all ... The physical demands described here are representative of those that are required by an associate ...

Part Time Bilingual Sales Associate

Naples, FL · On-site

$13.25 - $16.50/hr

Sales Associates will need to understand the diverse range of financial products and services that ... Physical Demands The physical demands described here are representative of those that must be met ...

Associate Employment Type: Full-time To perform this job successfully, the individual must be able ... financials. * Quote prices, discuss credit terms, and prepare sales contracts for customer orders.

Responsibilities of a Full-Time Pawnbroker / Retail Sales Associate are: (This is a representative ... financial solutions. Performs non-management open/close procedures. Keeps the sales floor clean ...

Responsibilities of a Full-Time Pawnbroker / Retail Sales Associate are: (This is a representative ... financial solutions. Performs non-management open/close procedures. Keeps the sales floor clean ...

Showing results 21-40

Associate Financial Representative information

See Naples, FL salary details

$9

$24

$62

How much do associate financial representative jobs pay per hour?

As of Aug 22, 2026, the average hourly pay for associate financial representative in Naples, FL is $24.78, according to ZipRecruiter salary data. Most workers in this role earn between $18.12 and $24.23 per hour, depending on experience, location, and employer.

What is an associate financial representative?

Associate Financial Representatives are professionals who support financial advisors or planners in managing client relationships, preparing financial documents, and handling administrative tasks. They often assist with scheduling appointments, maintaining client records, processing paperwork, and responding to client inquiries. Their role is crucial in ensuring the smooth operation of a financial advisory practice and providing excellent customer service. Associate Financial Representatives may also help with research and the preparation of financial plans under the supervision of licensed advisors.

What are the typical day-to-day responsibilities of an associate financial representative and how do they interact with senior advisors?

As an Associate Financial Representative, your daily tasks often include supporting senior financial advisors by preparing client portfolios, managing client communications, and handling administrative duties like scheduling meetings and maintaining records. You may also assist with research on investment products and help prepare financial planning materials. Collaboration is key in this role, as you'll work closely with both the advisory team and clients to ensure a smooth client experience and accurate information flow. This hands-on involvement provides valuable exposure to the financial planning process and can help you build foundational skills for career advancement within the firm.

What are the key skills and qualifications needed to thrive as an associate financial representative, and why are they important?

To thrive as an Associate Financial Representative, you need a foundation in finance or business, strong analytical skills, and often a relevant bachelor's degree. Familiarity with financial planning software, CRM systems, and sometimes securities licenses such as Series 6 or 7 are typically required. Excellent communication, organization, and client relationship-building skills help you stand out in this client-facing role. These competencies are crucial for delivering accurate financial guidance, ensuring regulatory compliance, and building lasting client trust.

What is the difference between Associate Financial Representative vs Financial Advisor?

AspectAssociate Financial RepresentativeFinancial Advisor
CertificationsFINRA Series 6 or 7, possibly Series 63 or 65Series 7, Series 66 or 65, CFP certification often preferred
Work EnvironmentSupport role in financial services, assisting senior staffClient-facing, providing personalized financial planning
Employer & Industry UsageFinancial firms, banks, brokeragesIndependent firms, banks, wealth management companies

The Associate Financial Representative typically supports financial advisors by handling administrative tasks and client inquiries, while a Financial Advisor directly manages client portfolios and offers comprehensive financial planning. Both roles require relevant licenses, but the Financial Advisor usually has more advanced certifications and client responsibilities.

How much does an associate financial representative make?

An associate financial representative typically earns between $40,000 and $60,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced representatives or those with additional certifications can earn higher salaries and commissions.

What are popular job titles related to Associate Financial Representative jobs in Naples, FL?

For Associate Financial Representative jobs in Naples, FL, the most frequently searched job titles are:

What job categories do people searching Associate Financial Representative jobs in Naples, FL look for?

The top searched job categories for Associate Financial Representative jobs in Naples, FL are:

What cities near Naples, FL are hiring for Associate Financial Representative jobs?

Cities near Naples, FL with the most Associate Financial Representative job openings:

Infographic showing various Associate Financial Representative job openings in Naples, FL as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $51,544 per year, or $24.8 per hour.

AFC Field Sales & Service Rep

Elevance Health

Naples, FL • Hybrid

$18.75 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 3 days ago

New


Elevance Health rating

7.6

Company rating: 7.6 out of 10

Based on 352 frontline employees who took The Breakroom Quiz

212th of 311 rated insurance


Job description

Anticipated End Date:

2026-09-01

Position Title:

AFC Field Sales & Service Rep

Job Description:

AFC Field Sales & Service Representative

Location: The territory is Southwest FL, specifically Lee & Collier Counties, FL.

Field: This field-based role enables associates to primarily operate in the field, traveling to client sites or designated locations as their role requires, with occasional office attendance for meetings or training. This approach ensures flexibility, responsiveness to client needs, and direct, hands-on engagement. Alternate locations may be considered if candidates reside within a commuting distance from an office.

Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law.

Optimum HealthCare is a proud member of the Elevance Health family of companies offering Medicare plans, programs and resources in Florida.

TheAFC Field Sales & Service Representative will be responsible for meeting monthly sales goal for an assigned territory through the development and implementation of a strategic sales plan.
How you will make an impact:

  • Sells and promotes Senior Services products by coordinating and delivering formal sales presentations to consumer groups arranging private appointments in the customers homes making outbound phone calls to prospects managing temporary support staff and managing customer records in the automated lead tracking system according to the departments standards.

  • Identifies opportunities within the territory to generate leads in addition to those provided by the company through building relationships with contracted medical providers senior organizations and other community leaders and educating these groups about Senior Services products.

  • Cross sells specified products from other departments.

  • Provides member retention services to existing customers.

  • May require extensive overnight travel as well as evening and weekend hours.


Minimum Requirements:

  • Requires a high school diploma and a minimum of 2 years of direct sales or marketing experience; or any combination of education and experience which would provide an equivalent background.

  • Requires Life & Health licensure if required by state law.


Preferred Skills, Capabilities and Experiences:

  • BA/BS preferred.

  • Experience selling Medicare

  • Experience building relationships within the community

Job Level:

Non-Management Exempt

Workshift:

1st Shift (United States of America)

Job Family:

SLS > Sales - Field

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.


Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.


How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.


We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.


Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.


The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.


Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.


Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.


NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.


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About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

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