Financial Services Representative

Job Details

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)

 Northeast Financial Network

 06/01/2024

 Freehold,NJ