Financial Services Representative Jobs in New Jersey
Financial services representative jobs in New Jersey are concentrated in Newark, Jersey City, and Princeton, where firms like Prudential Financial, MetLife, and AXA have maintained deep hiring footprints across wealth management, insurance, and retirement planning. The market serves one of the densest concentrations of financial services employers on the East Coast, with openings ranging from entry-level client associates to senior relationship managers. The most in-demand specialties are retirement and investment planning, life and annuity products, and commercial banking client services. See the openings below and apply to the ones that match your experience.
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Principal Accountabilities:
1. Answers inbound calls for all billing inquiries for all facilities.
2. Ensures insurance information is entered properly on accounts, process credit card payments, complete customer service forms for various customer service requests.
3. Completes weekly backlog.
4. Performs other related duties as assigned.
1. Bachelor's Degree in finance, healthcare management or related field.
2. 3-5 years of experience in Customer Service Call Center or relevant area.
At Atlantic Health, our promise to our communities is; Anyone who enters one of our facilities will receive the highest quality care delivered at the right time, at the right place, and at the right cost. This commitment is also echoed in the respect, development and opportunities we give to our more than 22,000 team members. Headquarters in Morristown, New Jersey, we are one of the leading non-profit health care systems in the nation. Our facilities and sites of care include:
- Atlantic Health Morristown Medical Center, Morristown, NJ
- Atlantic Health Overlook Medical Center, Summit, NJ
- Atlantic Health Newton Medical Center, Newton, NJ
- Atlantic Health Chilton Medical Center, Pompton Plains, NJ
- Atlantic Health Hackettstown Medical Center, Hackettstown, NJ
- Atlantic Health Goryeb Children's Hospital, Morristown, NJ
- Atlantic Health CentraState Healthcare System, Freehold, NJ
- Atlantic Medical Group
- Atlantic Visiting Nurse
- Atlantic Mobile Health
- Atlantic Rehabilitation
We have more than 900 community-based healthcare providers affiliated through Atlantic Medical Group.
We have received awards and recognition for the services we have provided to our patients, team members and communities. Below are just a few of our accolades:
- Chosen for 17 years by Fortune as one of the magazine’s “100 Best Companies to Work For."
- Atlantic Health Morristown and Atlantic Health Overlook Named by Newsweek as two of the “World’s Best Hospitals” in 2026.
- Atlantic Health Morristown and Atlantic Health Overlook ranked within the top three hospitals in New Jersey by U.S. News & World Report’s 2025-2026 Best Hospital rankings.
- Atlantic Health scored four “A” grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm.
- Atlantic Health Morristown and Atlantic Health Overlook are New Jersey's only hospitals to be named among America's 50 Best hospitals by Healthgrades in 2026.
- Named by Becker's Healthcare as one of the "165 Top Places to Work in Healthcare – 2026.
- Atlantic Health Morristown, Atlantic Health Overlook, Atlantic Health Chilton and Atlantic Health Newton all Forbes Top Hospitals for 2026.
- Named by Newsweek as one of America’s Greatest Workplaces for Inclusion & Diversity 2025.
- Atlantic Health rated LEVEL 9 - 2025 CHIME Digital Health Most Wired.
Atlantic Health offers a competitive and comprehensive Total Rewards package that supports the health, financial security, and well-being of all team members. Offerings vary based on role level (Team Member, Director, Executive). Below is a general summary, with role-specific enhancements highlighted:
Team Member Benefits
- Medical, Dental, Vision, Prescription Coverage (22.5 hours per week or above for full-time and part-time team members)
- Life & AD&D Insurance.
- Short-Term and Long-Term Disability (with options to supplement)
- 403(b) Retirement Plan: Employer match, additional non-elective contribution
- PTO & Paid Sick Leave
- Tuition Assistance, Advancement & Academic Advising
- Parental, Adoption, Surrogacy Leave
- Backup and On-Site Childcare
- Well-Being Rewards
- Employee Assistance Program (EAP)
- Fertility Benefits, Healthy Pregnancy Program
- Flexible Spending & Commuter Accounts
- Pet, Home & Auto, Identity Theft and Legal Insurance
____________________________________________
Note: In Compliance with the NJ Pay Transparency Act (effective Sunday, June 1, 2025), all job postings will include the hourly wage or salary (or a range), as well as this summary of benefits. Final compensation and benefit eligibility may vary by role and employment status and will be confirmed at the time of offer.
EEO STATEMENT
Atlantic Health, Inc. is an equal employment opportunity employer and federal contractor or subcontractor and therefore abides by applicable laws to protect applicants and employees from discrimination in hiring, promotion, discharge, pay, fringe benefits, job training, classification, referral, and other aspects of employment, on the basis of race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, citizenship status, disability, age, genetics, or veteran
Principal Accountabilities:
1. Answers inbound calls for all billing inquiries for all facilities.
2. Ensures insurance information is entered properly on accounts, process credit card payments, complete customer service forms for various customer service requests.
3. Completes weekly backlog.
4. Performs other related duties as assigned.
1. Bachelor's Degree in finance, healthcare management or related field.
2. 3-5 years of experience in Customer Service Call Center or relevant area.
At Atlantic Health, our promise to our communities is; Anyone who enters one of our facilities will receive the highest quality care delivered at the right time, at the right place, and at the right cost. This commitment is also echoed in the respect, development and opportunities we give to our more than 22,000 team members. Headquarters in Morristown, New Jersey, we are one of the leading non-profit health care systems in the nation. Our facilities and sites of care include:
- Atlantic Health Morristown Medical Center, Morristown, NJ
- Atlantic Health Overlook Medical Center, Summit, NJ
- Atlantic Health Newton Medical Center, Newton, NJ
- Atlantic Health Chilton Medical Center, Pompton Plains, NJ
- Atlantic Health Hackettstown Medical Center, Hackettstown, NJ
- Atlantic Health Goryeb Children's Hospital, Morristown, NJ
- Atlantic Health CentraState Healthcare System, Freehold, NJ
- Atlantic Medical Group
- Atlantic Visiting Nurse
- Atlantic Mobile Health
- Atlantic Rehabilitation
We have more than 900 community-based healthcare providers affiliated through Atlantic Medical Group.
We have received awards and recognition for the services we have provided to our patients, team members and communities. Below are just a few of our accolades:
- Chosen for 17 years by Fortune as one of the magazine’s “100 Best Companies to Work For."
- Atlantic Health Morristown and Atlantic Health Overlook Named by Newsweek as two of the “World’s Best Hospitals” in 2026.
- Atlantic Health Morristown and Atlantic Health Overlook ranked within the top three hospitals in New Jersey by U.S. News & World Report’s 2025-2026 Best Hospital rankings.
- Atlantic Health scored four “A” grades by The Leapfrog Group in its Fall 2025 Hospital Safety Grades, performance measures reflecting errors, accidents, injuries and injections, as well as systems hospitals have in place to prevent harm.
- Atlantic Health Morristown and Atlantic Health Overlook are New Jersey's only hospitals to be named among America's 50 Best hospitals by Healthgrades in 2026.
- Named by Becker's Healthcare as one of the "165 Top Places to Work in Healthcare – 2026.
- Atlantic Health Morristown, Atlantic Health Overlook, Atlantic Health Chilton and Atlantic Health Newton all Forbes Top Hospitals for 2026.
- Named by Newsweek as one of America’s Greatest Workplaces for Inclusion & Diversity 2025.
- Atlantic Health rated LEVEL 9 - 2025 CHIME Digital Health Most Wired.
Atlantic Health offers a competitive and comprehensive Total Rewards package that supports the health, financial security, and well-being of all team members. Offerings vary based on role level (Team Member, Director, Executive). Below is a general summary, with role-specific enhancements highlighted:
Team Member Benefits
- Medical, Dental, Vision, Prescription Coverage (22.5 hours per week or above for full-time and part-time team members)
- Life & AD&D Insurance.
- Short-Term and Long-Term Disability (with options to supplement)
- 403(b) Retirement Plan: Employer match, additional non-elective contribution
- PTO & Paid Sick Leave
- Tuition Assistance, Advancement & Academic Advising
- Parental, Adoption, Surrogacy Leave
- Backup and On-Site Childcare
- Well-Being Rewards
- Employee Assistance Program (EAP)
- Fertility Benefits, Healthy Pregnancy Program
- Flexible Spending & Commuter Accounts
- Pet, Home & Auto, Identity Theft and Legal Insurance
____________________________________________
Note: In Compliance with the NJ Pay Transparency Act (effective Sunday, June 1, 2025), all job postings will include the hourly wage or salary (or a range), as well as this summary of benefits. Final compensation and benefit eligibility may vary by role and employment status and will be confirmed at the time of offer.
EEO STATEMENT
Atlantic Health, Inc. is an equal employment opportunity employer and federal contractor or subcontractor and therefore abides by applicable laws to protect applicants and employees from discrimination in hiring, promotion, discharge, pay, fringe benefits, job training, classification, referral, and other aspects of employment, on the basis of race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, citizenship status, disability, age, genetics, or veteran
See All 10 Financial Services Representative Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
Find JobsFinancial Services Representative Jobs by City in New Jersey
Where New Jersey roles are concentrated, by current openings.
Financial Services Representative Job Market in New Jersey
A snapshot from current New Jersey openings, updated as new roles post.
Who's Hiring
What New Jersey Employers Look For
The qualifications that appear most often in financial services representative jobs across New Jersey.
- Active FINRA Series 6 or Series 7 license recognized or registered in New Jersey
- New Jersey Life and Health Insurance license for roles involving insurance products
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated experience with CRM platforms such as Salesforce or similar systems
- Strong understanding of retirement planning products including IRAs and 401(k) plans
- Ability to meet compliance and suitability standards under FINRA and state regulations
Financial Services Representative Jobs in New Jersey: Frequently Asked Questions
How do you become a financial services representative in New Jersey?
Most financial services representative roles in New Jersey require passing FINRA exams such as the Series 6 or Series 7, with registrations maintained through your sponsoring broker-dealer. Roles involving insurance products additionally require a New Jersey Life and Health Insurance license issued by the New Jersey Department of Banking and Insurance. Most employers also expect a bachelor's degree in finance, business, or economics as a baseline qualification for entry into the field.
Which companies hire financial services representatives in New Jersey?
Employers hiring financial services representatives in New Jersey right now include State Farm, Andrews Federal Credit Union, and Innodata, based on current listings on Migrate Mate as of November 2026. New Jersey's dense corridor of insurance headquarters and asset management firms along the I-287 and Turnpike corridors makes it one of the more consistently active hiring markets for this role on the East Coast.
Which New Jersey cities have the most financial services representative jobs?
Summit, Trenton, and Cranford have the most financial services representative openings in New Jersey. Newark and Jersey City anchor the market because of their concentration of major insurance carriers, brokerage offices, and commercial banks, while Princeton and its surrounding suburbs draw openings from asset management firms and financial planning practices that cluster around the Route 1 technology and professional services corridor.
Are there remote financial services representative jobs in New Jersey?
Yes, and they exist across a meaningful share of the market, since much of the client communication, financial planning, and product advisory work in this role can be done by phone, video, and digital platforms. About 100% of financial services representative openings tied to New Jersey are remote or hybrid as of November 2026, with the remote-eligible positions most common in insurance sales, retirement planning, and phone-based client service roles.
How can I get hired as a financial services representative in New Jersey with little or no experience?
The most realistic entry path is a licensed associate or client service associate role at a New Jersey-based insurance carrier or wealth management firm, where employers like Prudential Financial and MetLife routinely hire candidates without prior industry experience and sponsor their FINRA and state insurance license exams. Lateral moves from banking teller, customer service, or loan processing roles are a common bridge. Completing a New Jersey Life and Health Insurance license before applying gives candidates a concrete edge over other entry-level applicants.
Where can I find and apply to financial services representative jobs in New Jersey?
You can find and apply to financial services representative jobs in New Jersey on Migrate Mate, which lists current openings across the state. Search the listings, find the roles that fit your experience and location, and apply directly to the ones that match.
See All 10 Financial Services Representative Jobs in New Jersey
Find roles in New Jersey that match your experience and apply in just a few clicks.
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