4 Financial Services Representative Jobs in Freehold, NJ
Northeast Financial Network is Hiring a Financial Services Representative Near Freehold, NJ
Company Description
At Northeast Financial Network, our mission is to help individuals and businesses make responsible financial decisions based on facts — not opinions, sales hype, or innuendo. We are an Agency of The Guardian Life Insurance Company of America® (Guardian) and offer securities products and advisory services through Park Avenue Securities LLC (PAS). Our four-step process helps our clients understand how to take care of themselves and their financial lives.
Role Description
This is a full-time hybrid role for a Financial Services Representative at our Freehold, NJ / @Bell Works location, with flexibility for some remote work. As a Financial Services Representative, you will be responsible for providing financial advice to clients, assisting with investment strategies, delivering exceptional customer service, and promoting insurance products.
Qualifications
- Finance and Financial Services expertise
- Ability to learn Investments and Insurance
- Strong customer service skills
- Practice Development/Sales
- Ability to analyze financial data and develop strategies
- Excellent communication and interpersonal skills
- Attention to detail and accuracy
- Knowledge of regulatory and compliance requirements
- Bachelor's degree in Finance, Business, or related field (preferred)
- Life & Health Insurance Licenses (preferred)
- FINRA Series/SIE (preferred)
Job Summary
Full Time
$53k-66k (estimate)
06/27/2024
07/14/2024
northeastfn.com
CRANFORD, NJ
25 - 50
1964
AL FERRARA
$10M - $50M
Insurance
Related Companies
About Northeast Financial Network
Imagine working with a network of financial professionals who understand you and have years of experience in helping you achieve good financial outcomes. At Northeast Financial Network, our mission is to help individuals and businesses make responsible financial decisions based on facts not opinions, sales hype, or innuendo. Our four-step process helps you to understand how to take care of yourself and your financial life. We help you to Realize and accept that you are not a wealth specialist Know the truth about your financial situation Get methodical Get the right advice Northeast Financial... Network is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 1150 Raritan Road, Suite 201 Cranford, NJ 07016, ph# 908.709.0020. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS.Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2019-81471 Exp 6/21
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The following is the career advancement route for Financial Services Representative positions, which can be used as a reference in future career path planning. As a Financial Services Representative, it can be promoted into senior positions as a Sales Representative III - Licensed that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Financial Services Representative. You can explore the career advancement for a Financial Services Representative below and select your interested title to get hiring information.
If you are interested in becoming a Financial Services Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Services Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Services Representative job description and responsibilities
They arrange meetings with clients, suggest suitable financial products or services based on clients' financial goals and ensure that clients are satisfied with their purchases.
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Maintain comprehensive knowledge of all services and products and update all request on development needs.
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Provide efficient sales, services to customers and monitor sales for all referral objectives.
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To provide financial advice, Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
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A financial service representative provides financial advice and matches financial products with customers' needs and goals.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Services Representative jobs
Financial service representatives can benefit from analytic and customer service skills when establishing and maintaining relationships with clients or when making financial recommendations.
02/19/2022: Olympia, WA
Opt for more than a basic bank account.
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Financial services representatives work with customers and clients on a daily basis, so applicants for this job should have strong customer service skills.
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Soft skills for financial services representative roles can be of help.
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Partner with specialists such a loan officers, business bankers and financial advisors to ensure customers gain access to experts.
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Step 3: View the best colleges and universities for Financial Services Representative.
