Financial Services Advisor - Flexible Schedule & Growth

Downtown Cranford; Cranford (NJ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Advancement opportunities

Paid time off

Training & development

Company parties

Job summary

Neim Dani Insurance Agency invites you to join our community-focused team as a Financial Services Representative. You will work directly with customers to understand their financial goals and help manage risks through personalized planning and insurance solutions.

We provide comprehensive training, licensing support (no licenses required at hire), and a growth-oriented culture that values client service and professional development.

Qualifications

• Interest in finance, insurance, or sales.
• Excellent communication and interpersonal skills.
• Analytical thinker with attention to detail.
• Willingness to obtain industry licenses.
• Customer-focused with a consultative service approach.
• Ability to collaborate within a team.

Responsibilities

• Engage with customers to assess financial objectives and risk management needs.
• Educate clients about insurance and financial product options tailored to their goals.
• Assist in creating customized financial plans and provide ongoing portfolio support.
• Conduct regular financial reviews to ensure client needs are met and adjust plans as necessary.
• Maintain full compliance with financial and insurance industry regulations.
• Pursue and obtain necessary licenses and certifications with agency support (no licenses required at hire).

Skills

Self-motivated

Communication skills

Analytical thinking

Licensing pursuit

Customer-focused

Team collaboration

Job description

Neim Dani Insurance Agency invites you to join our community-focused team as a Financial Services Representative. You will work directly with customers to understand their financial goals and help manage risks through personalized planning and insurance solutions.

We provide comprehensive training, licensing support (no licenses required at hire), and a growth-oriented culture that values client service and professional development.