Financial Services Representative
4 weeks ago
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)
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