Financial Services Representative Jobs in New Jersey
Financial Services Representative jobs in New Jersey are open across Jersey City, Paterson, and Township of Wall and other New Jersey metros, with employers like Northwestern Mutual, St. Joseph's Health, and State Farm hiring at every experience level. Find a role that fits below and apply directly.
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Showing 5 of 15+ Financial Services Representative jobs
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.
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.
See All 15 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
- Northwestern Mutual7
- St. Joseph's Health4
- State Farm2
- Bank of America1
- Hackensack Meridian Health1
Top Industries Hiring
- Insurance8
- Banking & Financial Services2
- Healthcare & Medical Services1
What New Jersey Employers Look For
The qualifications that appear most often in financial services representative jobs across New Jersey.
- Active Series 6, Series 7, or Series 63 FINRA license, or willingness to obtain within 90 days
- One to three years of customer-facing sales or financial services experience
- Proficiency with CRM platforms such as Salesforce or proprietary banking systems
- State insurance license (life, health, or property and casualty depending on role)
- Bachelor's degree in finance, business, economics, or a related field
- Strong knowledge of financial products including checking, savings, loans, and investment accounts
Financial Services Representative Jobs in New Jersey: Frequently Asked Questions
How many financial services representative jobs are there in New Jersey?
There are 15+ financial services representative openings in New Jersey on Migrate Mate as of June 2026, with the most roles in Jersey City, Paterson, and Township of Wall. New positions post regularly as employers across New Jersey hire.
Which New Jersey cities have the most financial services representative jobs?
Jersey City, Paterson, and Township of Wall have the most financial services representative openings in New Jersey right now, with additional roles spread across smaller metros statewide.
Which companies hire financial services representatives in New Jersey?
Employers hiring financial services representatives in New Jersey include Northwestern Mutual, St. Joseph's Health, and State Farm, based on current listings on Migrate Mate as of June 2026.
Are there remote financial services representative jobs in New Jersey?
Yes. About 13% of financial services representative openings tied to New Jersey are remote or hybrid as of June 2026. The rest are on-site roles based in New Jersey metros.
How do I apply for financial services representative jobs in New Jersey?
You can apply to financial services representative jobs in New Jersey directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred New Jersey location, then apply to each one that fits.
See All 15 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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