Financial Services Representative - State Farm Agent Team Member

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

Benefits:

• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development
• Company parties

About Us:

At Neim Dani Insurance Agency, we are dedicated to helping our community achieve financial security through trusted insurance and financial solutions. Join our team and build a rewarding career where your passion for finance and customer service will make a real difference.

Role Overview:

Are you eager to launch or grow your career in financial services and insurance? As a Financial Services Representative, you will work directly with customers to understand their financial goals and help manage everyday risks. Through personalized financial planning and insurance solutions, you’ll support clients in securing their financial futures while developing your professional expertise.

Key Responsibilities:

• Engage with customers to assess their 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).

Qualifications:

• Self-motivated individual with a strong interest in finance, insurance, or sales.
• Excellent communication and interpersonal skills.
• Analytical thinker with strong attention to detail.
• Willingness to learn and grow professionally by obtaining industry licenses.
• Customer-focused with a consultative approach to service.
• Ability to collaborate effectively within a team environment.

What We Offer:

• Comprehensive training programs and continuous professional development.
• Full support and resources for obtaining required licenses and certifications.
• A positive, growth-oriented culture that values your career advancement.
• Opportunity to build a meaningful and impactful career in financial services.