Financial Services Rep - Growth, Training & Planning

Downtown Cranford; Cranford (NJ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Opportunity for advancement

Paid time off

Training & development

Company parties

Job summary

Downtown Cranford is seeking a Financial Services Representative to help clients achieve their financial goals through personalized planning and insurance solutions. You will engage directly with customers and educate them about their options while developing your expertise in financial services.

The ideal candidate is self-motivated, has excellent communication skills, and is eager to obtain industry licenses. Comprehensive training and support will be provided in a positive, growth-oriented culture.

Qualifications

• Strong interest in finance, insurance, or sales.
• Willingness to learn and grow professionally by obtaining industry licenses.

Responsibilities

• Engage with customers to assess their financial objectives.
• Educate clients about insurance and financial product options.
• Assist in creating customized financial plans.
• Conduct regular financial reviews to ensure client needs are met.
• Maintain compliance with industry regulations.
• Pursue necessary licenses and certifications with agency support.

Skills

Self-motivated

Excellent communication

Analytical thinking

Customer-focused

Team collaboration

Job description

Downtown Cranford is seeking a Financial Services Representative to help clients achieve their financial goals through personalized planning and insurance solutions. You will engage directly with customers and educate them about their options while developing your expertise in financial services.

The ideal candidate is self-motivated, has excellent communication skills, and is eager to obtain industry licenses. Comprehensive training and support will be provided in a positive, growth-oriented culture.