Financial Services Representative - State Farm Agent Team Member

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

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.