Finance service representative jobs in West Windsor, NJ - 2,009 jobs
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Park Services Associate
Six Flags Great Adventure 4.1
Finance service representative job in Jackson, NJ
Our Park Services team helps the park sparkle! You're constantly on the move, leaving your shine behind as you bounce from place to place. Every day is a fresh experience as you interact with our guests and keep everything looking great. From sweeping the streets to refreshing the restrooms and greeting the guests, you'll be right in the center of the action and help keep everything in immaculate shape and sanitary.
Responsibilities:
The cleaning and disinfecting of all areas that guests and associates come in contact with including (but not limited to) the following:
Trash can lids
Park benches
Patio table seats
Lockers
Hand rails
Restrooms
Door handles
Qualifications:
MUST BE AVAILABLE WEEKENDS
Must be 14 years and older (Subject to change at any time).
Must have good customer service skills.
Must be able to read and understand English.
Must be able to give directions.
Must be able to read chemical labels and Safety Data Sheets of cleaning substances.
Must be able to stand for long periods and walk the park on a continual basis.
Must be able to work in all weather conditions.
Must be able to lift up to 25 pounds.
Must be able to carry a backpack.
Must be able to wear PPE.
Must be able to manage multiple tasks and to execute quickly.
Must be able to work varied hours, including nights, weekends and holidays.
$25k-32k yearly est. Auto-Apply 5d ago
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Customer Service Representative
Risus Talent Partners
Finance service representative job in Newtown, PA
Customer ServiceRepresentative | Strategic Account Services
Newtown Square, PA | Hybrid (4 days on-site, 1 remote)
We are hiring a Customer ServiceRepresentative to support a Strategic Account Services team focused on a growing eCommerce catalog program. This role handles order entry, pricing support, and customer communication while partnering closely with internal teams.
What You'll Do
Process customer orders accurately within 48 hours
Support pricing reviews for new and existing customers
Manage customer inquiries, requests, and issue resolution
Maintain accurate customer and product data in the ERP system
Monitor inventory levels tied to customer programs
Collaborate with purchasing and internal teams as needed
What We're Looking For
Customer service or order management experience
Comfort working in ERP and CRM systems
Strong communication and phone skills
Organized, detail-oriented, and able to multitask
Able to thrive in a mostly on-site, hybrid environment
Why This Role
High-visibility strategic accounts
Stable, collaborative team environment
Growth-focused role supporting an expanding program
$28k-36k yearly est. 1d ago
Customer Service Representative
LHH 4.3
Finance service representative job in Bensalem, PA
Job Title: Customer ServiceRepresentative
Type of Employment: Temporary, 3 Months
In Office/Hybrid/Remote: Fully in Office
Hourly: $22/hr
LHH is partnering with a very fun company in Bensalem, PA within the music industry is looking to hire a temporary Customer ServiceRepresentative to cover for a 3-month leave. The qualified candidate should have strong technology skills, excellent communication skills, and be very detail oriented. The hours are Monday through Friday 8:30AM to 5:15PM with a 1 hour break.
If this role is a fit to your background, please submit an updated resume for review.
Responsibilities:
Enter customer orders into the company ERP system
Monitor EDI website orders and verify for accuracy
Answer incoming phone calls and emails from dealers, non dealers, sales reps and consumers to assist with orders, returns or order issues
Assist with backorders
Schedule shipments and handle order payments
Required Experience:
At least 1 year of customer service experience
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite and able to learn new software easily
Ability to type 50WPM minimum
Extremely detail oriented
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to ***********************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
$22 hourly 3d ago
Customer Service Representative
Robert Half 4.5
Finance service representative job in Edison, NJ
We are seeking a reliable Customer ServiceRepresentative to assist customers by providing product and service information, resolving issues, and ensuring a positive customer experience. The ideal candidate is a strong communicator who enjoys helping others and can handle inquiries with patience and professionalism.
Key Responsibilities
Respond to customer inquiries via phone, email, or chat
Resolve customer complaints and issues in a timely and effective manner
Provide accurate information about products, services, and policies
Process orders, returns, exchanges, or account updates
Document customer interactions and maintain accurate records
Escalate complex issues to the appropriate team when necessary
Maintain a positive, professional attitude at all times
Qualifications
Previous customer service experience preferred but not required
Strong verbal and written communication skills
$29k-36k yearly est. 3d ago
Customer Service Representative
Randstad USA 4.6
Finance service representative job in Burlington, NJ
We are seeking a customer-focused Customer ServiceRepresentative to join our team in Burlington, NJ. In this role, you will be the "voice and heart", providing essential support and troubleshooting for our diverse customer base. This is an entry-level position designed for individuals who are eager to learn our industry-leading technologies and grow within a supportive, collaborative environment.
What You'll Do:
Actively listen to customer inquiries to provide accurate information on products, parts, and services.
Efficiently process supply orders, provide price quotes, and manage RMAs (Return Merchandise Authorizations) and Web Store enrollments.
Maintain precise documentation of all customer interactions and solutions within our CRM database to ensure seamless follow-up
Work closely with supervisors and cross-functional teams to meet performance metrics while adhering to company guidelines and schedules.
Essential Qualifications:
High school diploma, GED, or equivalent experience.
0-1 year of experience in a customer-facing or professional office environment.
Exceptional phone handling skills and the ability to practice active, responsive listening.
Familiarity with CRM software or advanced proficiency in the Microsoft Office Suite.
What We Offer:
$22 per hour competitive compensation
M-F, 20 hours per week part time schedule
Enjoy a balanced schedule with in-office collaboration Monday through Wednesday.
Comprehensive medical, dental, and vision insurance, plus an Employee Assistance Program (EAP).
401(k) plan with company match and life insurance.
For a faster response, please email your resume to ****************************** with "CSR" in the subject line.
$22 hourly 5d ago
HVAC PM Sales Representative
Peterson Service Company 4.7
Finance service representative job in Medford, NJ
Join a Leader in Smart HVAC Solutions!
Are you ready to take your career to the next level with a company that values innovation, integrity, and customer excellence? Peterson Service Company, a trusted name in mechanical contracting and service since 1981, is looking for a driven HVAC Sales Representative to join our team in the Cherry Hill, NJ area.
At Peterson Service Company, we leverage cutting-edge technology to enhance building performance and efficiency. Our core values define who we are and guide everything we do:
Do the Right Thing - We act with integrity and honesty.
Caring - We build strong relationships with our customers and team.
Knowledgeable - We lead with expertise and a commitment to continuous learning.
Reliable - We deliver solutions our customers can depend on.
Resourceful - We embrace innovation to solve complex challenges.
As a second-generation, family-owned business, we pride ourselves on a culture of trust, collaboration, and continuous growth. Our commitment to excellence has been recognized by industry leaders, including South Jersey Biz, Contracting Business magazine, and Philadelphia Smart CEO magazine. Our President has also been honored as Contracting Business Magazine's Woman of the Year.
Why Join Us?
At Peterson Service Company, we provide a competitive salary along with a comprehensive benefits package that supports your professional and personal well-being:
Company-Paid Health Insurance (Employee)
Dental Insurance
401(k) Plan with Employer Contributions
Profit Sharing
Paid Holidays & Time Off
Work-Life Balance - Monday to Friday, 8 AM - 5 PM
A Culture of Innovation and Teamwork
Your Role
As an HVAC Sales Representative, you will play a vital role in expanding our technology-driven service solutions to new and existing clients. Your primary focus will be on developing long-term relationships, identifying business opportunities, and helping clients optimize their building performance.
Key Responsibilities
Develop and maintain relationships with new and existing customers.
Identify and pursue new business opportunities within the marketplace.
Promote and sell HVAC maintenance and service agreements to commercial clients.
Work closely with our technology and service teams to deliver customized solutions.
Implement targeted marketing and promotional initiatives.
Collaborate with internal departments to ensure seamless service delivery.
What We're Looking For
Proven track record in B2B sales - HVAC, mechanical services, or related industries preferred.
Minimum of 3 years of sales experience in a technical or service-related field.
Strong business acumen and the ability to present value-driven solutions.
Proficiency in CRM, Microsoft Office, and digital sales tools.
Excellent verbal and written communication skills.
A self-motivated, results-driven mindset with a passion for building client relationships.
Valid driver's license and ability to travel locally as needed.
Join Us in Shaping the Future of HVAC Solutions!
If you're ready to be part of a forward-thinking company that blends technology, expertise, and customer-centric service, we'd love to hear from you!
$62k-93k yearly est. 2d ago
Proprietary Equity Trader
T3 Trading Group 3.7
Finance service representative job in Westfield, NJ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$77k-138k yearly est. Easy Apply 60d+ ago
Customer Service Representative
Enlightened Inc. 4.1
Finance service representative job in Hamilton, NJ
We are in search of Customer ServiceRepresentatives (CSR) to handle inbound calls for our fast-paced customer care center. While speaking with the Customer on the phone, CSR's will address and research customer inquiries and provide appropriate and accurate information.
This is an excellent opportunity for you to showcase efficient utilization of various software applications, including internal and external websites, telephone systems, CRM applications and other resources. The CSR will enter applicable supporting information into systems and web forms on an application via computer. All transactions must be conducted accurately, courteously, and in a timely manner.
Bilingual candidates and recent graduates are strongly encouraged to apply!
Key Tasks:
Inbound Call Center - The Agent is responsible for responding to telephone inquiries and concerns using approved procedures and guidelines while ensuring quality and integrity of the call.
Answers questions on various issues such as child support payments history and account histories.
Resets Personal identification of callers unable to self-serve in the Interactive Voice Response system.
Gathers information, research/resolve inquiries and appropriately documents customer calls.
Ability to read and interpret documents on file.
Understand and retain a large amount of information.
Associate should have the skills to answer and respond professionally to escalate calls, should they arise.
Communicates appropriate options for resolution in a timely manner
Review's the customer needs and informs customers of services and resources available to them.
Maintains adherence (attendance, punctuality, use of AUX time).
Maintain and adhere to Client Guidelines regarding Confidentiality of the cases and documents reviewed.
All other duties as assigned
Qualifications and Skills
High School diploma.
Bilingual a Plus
A minimum of 1 year call center experience in telephone customer service or related experience
Display a positive attitude while meeting or exceeding the demands of a given situation, task, or performance standard.
Excellent communication and listening skills
Computer literacy and ability to use multiple programs
Attention to detail and problem solving
Typing Minimum of 35 WPM
Job Type: Temp to Perm
Pay: $16/hr
Schedule:
Monday to Friday
8am - 5pm
Work Location:
Onsite Office Location - 100 American Metro Blvd. Suite 101 Hamilton, NJ 08619 -
All CSRs must be within a reasonable commuting distance of the office.
Remote / WFH Available after CSR Training:
CSR Training - Initial CSR training will be conducted on-site at the office location in Hamilton, NJ.
No exceptions.
WHY ENLIGHTENED? We provide a work environment that is positive, challenging, and that supports employees' commitment to their communities. As an organization, we are dedicated to continual improvement and growth. We empower all employees to apply their unique background and expertise to serve our clients.
Enlightened, Inc. is firmly committed to treating all employees, customers, and partners with fairness, dignity, and equality. This includes providing an equal opportunity work environment. We do not discriminate nor tolerate discrimination in any form to include discrimination or harassment based on age, sex, sexual orientation, ethnicity, culture, religion, disability, or financial status.
$16 hourly Auto-Apply 60d+ ago
iGaming Digital Marketing Customer Service Representative
Resorts World NYC 3.7
Finance service representative job in New Brunswick, NJ
Key Responsibilities
Deliver top-tier customer service across all support channels, maintaining service excellence and meeting defined SLAs.
Resolve player complaints and escalate unresolved issues as needed.
Assist players with a wide range of needs, including account access, payments, promotions, technical troubleshooting, and all other aspects of the player experience.
Assist customers with game-related inquiries, helping them understand the rules, strategies, and features of various online casino games.
Monitor and implement anti-fraud measures to protect both the company and its customers.
Stay updated on company products, policies, and promotions to provide accurate information.
Ensure adherence to security protocols and gaming regulations.
Gather and relay player feedback to support continuous improvement.
Maintain clear and accurate records of customer interactions.
Collaborate with internal teams to enhance overall customer experience
Qualifications
1-2 years of customer support or service experience, preferably in iGaming or a regulated industry.
Must currently reside in New Jersey and perform all work duties within the state
Strong communication, adaptability, and problem-solving skills.
Team player with a positive attitude, willingness to collaborate with colleagues, and a strong commitment to continuous learning and professional growth.
Fluency in English, both written and spoken, is required; proficiency in additional languages is considered a strong asset.
Ability to work rotating shifts, including nights, weekends, and holidays.
Ability to work effectively in a remote environment with reliable internet access and a professional, distraction-free workspace.
Detail-oriented with a commitment to maintaining service standards and compliance.
Comfortable in a remote model with flexibility for training and team events.
Position may involve occasional lifting/moving of items up to 25-50 lbs.
Why Join RW BET New Jersey LLC
Opportunity to play a key role in the growth of a rapidly expanding online and mobile gaming platform.
Collaborative team culture with exposure to operations, compliance, and player engagement.
Remote/Hybrid flexibility with the chance to participate in launches and industry events.
Competitive compensation and benefits package.
Salary: $52,500 - $59,000
$52.5k-59k yearly 54d ago
Immigration Services Officer
Department of Homeland Security 4.5
Finance service representative job in Mount Laurel, NJ
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$86k-124k yearly est. 5d ago
Customer Service Representative
Blackhawk Industrial Operating Co 4.1
Finance service representative job in Doylestown, PA
Job Description
WHO ARE WE: BlackHawk Industrial provides you the highest quality industrial products and equipment, offering manufacturing services while creating innovative engineered supply solutions. We truly believe in the importance of the local relationships with the customers we service. Our employees have fun every day exceeding the expectations of our customers, suppliers, and shareholders. We distinguish ourselves as the #1 choice of industrial manufacturers who are in need of Technical Service and Production Savings.
We are BIG ENOUGH TO SERVE, and SMALL ENOUGH TO CARE.
SUMMARY: The Customer ServiceRepresentative is responsible for the daily tasks related to all customer accounts and Account Manager needs. The Customer ServiceRepresentative communicates and coordinates with suppliers and Account Managers, while providing quality customer service.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally exhibits, recruits and coaches associates consistent with BlackHawk Core Behaviors
Responsible for promoting culture of safety
Respond appropriately and in a timely manner to all customer and Account Manager incoming communications.
Analyze and assess customer needs completely and accurately with efficiency.
Work with suppliers and Account Managers to identify, source, and price appropriate product solutions and provide quotes for product solutions per OS ticket and other BHID response time guidelines.
Process customer orders, Return Material Authorizations and Guaranteed Test Orders and purchase material's to fill customer orders.
Review and maintain P21 portals daily for potential late orders, Return Material Authorizations, items not on a PO and unapproved orders.
Identify and resolve root cause issues by working and communicating with responsible cross functional teams to minimize repetition of the original issue.
Develop a detailed working knowledge of BlackHawk policies, procedures and practices.
Maintain a deep understanding of the BHID systems (including P21, OS ticket, ServiceNow, SharePoint, and Compass), suppliers' systems/websites and usage of those systems.
Perform all work in accordance with the company documented ISO processes and procedures utilizing appropriate company systems.
Perform other duties as assigned
QUALIFICATIONS:
Excellent written and verbal communications skills utilizing phone, email and instant message.
Excellent critical thinking skills to analyze and solve problems.
Diligent and detail oriented.
Ability to manage multiple tasks, shift gears to react to urgent scenarios and meet daily deadlines.
Proficient in and comfortable with basic computer operation. Ability to learn new software programs as a user.
Ability to learn and apply experience with vending platforms (CribMaster, Autocrib, etc.)
Experience in industrial field, B2B sales and customer service.
SUPERVISORY RESPONSIBILITIES:
No direct supervisory responsibility.
EDUCATION and/or EXPERIENCE:
High school diploma or equivalent required.
Minimum 1 year previous experience in customer service or inside sales preferred.
Experience in cutting tools, abrasives and MRO areas preferred.
Experience with Microsoft office suite required.
CERTIFICATES, LICENSES, REGISTRATIONS:
None required
WORK ENVIRONMENT:
Employee is regularly required to speak and understand English, stand, walk, sit, use hand to finger, handle or feel objects, tools or controls; reach with hands and arms. Employee is required to use computer and other equipment.
Employee frequently lifts and/or moves up to _50_ pounds. Specific vision abilities include close vision and the ability to clearly focus vision.
PPE REQUIRED:
Wrist rest for keyboard and mouse pad
BENEFITS:
Health Insurance BCBS of OK HDHP
HSA with Employer match (must meet criteria)
Dental and Vision Insurance
401K Plan and Company Match
FSA (Full FSA, Limited FSA, and Dependent FSA)
Company paid Long Term and Short-Term Disability
Company paid basic Life Insurance and AD&D/
Supplemental life and AD&D/Dependent life
Ancillary Critical Illness Insurance (Wellness Rider Included)
Ancillary Accident Insurance (Wellness Rider Included)
Ancillary Hospital Indemnity
Employee Assistance Program (EAP) - Includes concierge services and travel assistance.
Paid Time Off
Holiday Paid Time Off
Gym Reimbursement
Quarterly Wellness challenge with a chance to will money or prizes
Tuition Reimbursement - after 1 year of employment
*BlackHawk Industrial is an Equal Opportunity Employer
**As part of our BHID policy, we require all potential employees to undergo pre-employment background and drug screening. This is a standard procedure we follow to ensure a safe and productive work environment.
$28k-35k yearly est. 2d ago
Customer Service Representative/ Inside Sales
Fastsigns 4.1
Finance service representative job in Princeton, NJ
Benefits:
Competitive salary
Opportunity for advancement
Flexible schedule
FASTSIGNS #123201 is hiring for a Customer ServiceRepresentative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
A Successful FASTSIGNS Customer ServiceRepresentative Will:
Be the initial contact with current as well as prospective customers in our FASTSIGNS Center
Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders
Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center
Work with customers in numerous ways such as email, telephone, in-person and at their place of business
Build long-lasting relationships by turning prospects into long term clients.
Prospect for new business and network for sales opportunities
Sell a unique, exciting product line that changes by the minute - completely based on customer needs and desires
Ideal Qualifications for FASTSIGNS Customer ServiceRepresentative:
2-3 years of retail or counter sales experience preferred
High school diploma or equivalent
Outgoing, responsive, eager to learn and has the ability to build relationships
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Ability to work under pressure to output high volume, high-quality work
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $19.00 - $23.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$19-23 hourly Auto-Apply 60d+ ago
Part Time Associate Banker Monmouth County (30 hours)
JPMC
Finance service representative job in Freehold, NJ
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$55k-109k yearly est. Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Scott Morris-State Farm Agent
Finance service representative job in Newtown, PA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
FinancialServicesRepresentative Life Insurance & Investment Focus
Scott Morris State Farm Agency
Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a FinancialServicesRepresentative who can confidently market financial products, close new business, and guide clients toward long-term financial security.
This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred).
Role Description
As a FinancialServicesRepresentative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future.
Key Responsibilities
Consult with Clients
Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options.
Drive Sales Growth
Proactively market financial products, identify new opportunities, and close business with confidence.
Portfolio Guidance
Support clients with asset allocation, long-term planning, and portfolio management strategies.
Ensure Compliance
Adhere to all financialservices regulations, documentation standards, and ethical guidelines.
Qualifications
A sales-dominant mindset with a proven track record in financial product or insurance sales
3+ years of experience in financialservices, investment planning, or life insurance
Strong analytical, consultative, and communication skills
Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred
Ability to build trust, maintain long-term relationships, and consistently drive revenue growth
Why Join Scott Morris State Farm?
Competitive compensation with base salary + commission + performance bonuses
Licensing support for candidates seeking additional financial credentials
A professional, growth-oriented team culture with mentorship and development opportunities
If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
$29k-55k yearly est. 18d ago
Banking Associate- Feasterville, PA (20 hours)
TD Bank 4.5
Finance service representative job in Feasterville, PA
Hours: 20 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
* Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
* Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
* Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
* Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
* Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
* Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
* Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
* High school diploma or GED
* 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
* Demonstrated Customer Service skills preferred
* Ability to work during operating hours to include evenings, weekends and holidays as scheduled
* Teller experience preferred
* Required to complete Teller training and part 1 of platform training upon hire
* Strong organization skills to handle multiple tasks in a fast-paced environment
* Excellent communication skills with ability to be concise, clear and consistent
* Demonstrated effective problem-solving skills
* Demonstrated ability to schedule and prioritize work
* Demonstrated ability to work independently and within deadlines
* Sound judgment in decision making and problem solving
* Proficient in Microsoft Office
* Notary License preferred
Customer Accountabilities:
* Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
* Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
* Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
* Understands and supports the Bank's customer service strategy
* Considers the impact of decisions on the well-being of TD, its customers and stakeholders
* Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
* Ensures tasks are performed within established policy and procedures
* Successfully completes all required job specific, compliance-related training
* Understands, utilizes and follows compliance/risk and control programs
* Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
* Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
* Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
* Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
* Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
* Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
* Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
* Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
* Follows policy and procedure for Customer Authentication
* Acts as Dual Control agent when required
* Follows all required open/close procedures
Employee/Team Accountabilities:
* Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
* the team
* Be an active participant in personal performance and development activities
* Acts as a brand champion both internally and externally
* Collaborates with team members in contributing to the success of the team and organization
* Partners as a team player
* Actively seeks opportunities to improve delivery of work with high attention to quality standards
* Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
* Positively embraces change
* Adheres and participates in TD's Shared Commitments
* Models quality service at every Customer interaction
* Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
* May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$22-27.8 hourly Auto-Apply 11d ago
Banking Associate- Flemington (30)
TDI 4.1
Finance service representative job in Flemington, NJ
Hours:
30
Pay Details:
$23.75 - $32.00 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
Personal & Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the well-being of TD, its customers and stakeholders
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
Ensures tasks are performed within established policy and procedures
Successfully completes all required job specific, compliance-related training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
Follows policy and procedure for Customer Authentication
Acts as Dual Control agent when required
Follows all required open/close procedures
Employee/Team Accountabilities:
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
the team
Be an active participant in personal performance and development activities
Acts as a brand champion both internally and externally
Collaborates with team members in contributing to the success of the team and organization
Partners as a team player
Actively seeks opportunities to improve delivery of work with high attention to quality standards
Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
Positively embraces change
Adheres and participates in TD's Shared Commitments
Models quality service at every Customer interaction
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
May train and act as a mentor to newer colleagues
Physical Requirements:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel - Occasional
International Travel - Never
Performing sedentary work - Frequent
Performing multiple tasks - Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds - Continuous
Sitting - Frequent
Standing - Frequent
Walking - Frequent
Moving safely in confined spaces - Occasional
Lifting/Carrying (under 25 lbs.) - Occasional
Lifting/Carrying (over 25 lbs.) - Occasional
Squatting - Occasional
Bending - Occasional
Kneeling - Occasional
Crawling - Occasional
Climbing - Occasional
Reaching overhead - Occasional
Reaching forward - Occasional
Pushing - Occasional
Pulling - Occasional
Twisting - Occasional
Concentrating for long periods of time - Continuous
Applying common sense to deal with problems involving standardized situations - Continuous
Reading, writing and comprehending instructions - Continuous
Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financialservices, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
$23.8-32 hourly Auto-Apply 8d ago
Part Time (30 Hours) - Associate Banker - (New Build) - New Hope, PA
Jpmorgan Chase & Co 4.8
Finance service representative job in New Hope, PA
JobID: 210692031 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experience.
$23k-55k yearly est. Auto-Apply 29d ago
Financial Services Representative State Farm Agent Team Member
Manny Coby-State Farm Agent
Finance service representative job in Martinsville, NJ
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Manny has been proudly serving New Jersey and New York for over 25 years and leads two multi-lingual offices known for their professionalism and dedication. His pride in his accomplishments as an agent is reflected in the way his team shows up each daywith energy, commitment, and a strong focus on helping customers. Team members enjoy the benefits of a 401k plan and the flexibility needed for true work-life balance. If youre looking to join an experienced agency where your contributions are valued and your growth is supported, Mannys team could be the perfect place for you.
POSITION OVERVIEW:
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of FinancialServicesRepresentative State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
RESPONSIBILITIES:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
REQUIREMENTS:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
$24k-46k yearly est. 11d ago
Financial Services Representative - State Farm Agent Team Member
Neim Dani-State Farm Agent
Finance service representative job in Cranford, NJ
Job DescriptionBenefits:
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
Are you interested in building a rewarding career in financialservices and insurance? At Neim Dani Insurance Agency, we are looking for motivated individuals who are eager to learn and grow in the industry. As a FinancialServicesRepresentative, youll work closely with customers to help them understand and manage everyday financial risks through our range of insurance and financial products. We value a consultative approach and a passion for helping others achieve financial security.
What Youll Do:
Engage with customers to understand their financial goals and risk management needs.
Educate customers about various insurance and financial product options.
Assist customers in developing personalized financial plans.
Support portfolio management and asset allocation guidance.
Conduct regular financial reviews to ensure customers needs are met.
Maintain compliance with relevant financial and insurance regulations.
Pursue required licensing and certifications with our support (licenses not required at hire).
Who Were Looking For:
A self-starter with a genuine interest in finance, insurance, or sales.
Strong communication and interpersonal skills.
Analytical mindset with attention to detail.
Willingness to learn and obtain industry licenses.
Customer-focused with a consultative approach.
Ability to work collaboratively in a team environment.
What We Offer:
Comprehensive training and ongoing professional development.
Support and resources to obtain necessary licenses.
A positive, growth-oriented workplace culture.
Opportunity to build a meaningful career in financialservices.
$24k-46k yearly est. 17d ago
Entry-Level Financial Representative
Evolution Financial Group
Finance service representative job in Southampton, NJ
Job Description
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as FinancialServicesRepresentatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
Flexible schedule with remote and in-person work options.
Full benefits package: health, dental, vision, 401(k), pension, life insurance.
Training stipend and performance-based bonuses.
Company-sponsored travel and professional development programs.
Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Attend virtual and in-person training to enhance financial expertise.
Leverage company-provided marketing tools and industry resources.
Attend hybrid meetings, including in-person team collaboration, as required.
Develop client relationships and provide tailored financial strategies.
Participate in structured coaching and mentorship programs.
Qualifications:
Competitive mindset with a history of leadership or achievement.
No prior financial experience is required, and comprehensive training is included.
Self-motivated, coachable, and driven to succeed.
Must be authorized to work in the US.
Excellent communication and relationship-building abilities.
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
Since 1881, Evolution Financial Group has been committed to keeping its promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financialservices while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
$30k-60k yearly est. 20d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in West Windsor, NJ?
The average finance service representative in West Windsor, NJ earns between $18,000 and $61,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in West Windsor, NJ
$34,000
What are the biggest employers of Finance Service Representatives in West Windsor, NJ?
The biggest employers of Finance Service Representatives in West Windsor, NJ are: