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Integrated Financial Concepts

Financial Services Representative

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What they do

A Financial Services Representative sells financial services and advises clients on financial services products, including banking services, securities and insurance.

$75,034 / year median in New Jersey

-10% projected decline

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Job Description

Financial Services Representative Integrated Financial Concepts Roseland, NJ Job Details 3 hours ago Qualifications Financial sales Customer relationship building Investment client management Financial product expertise Financial concepts Meeting or exceeding sales goals Full Job Description At Integrated Financial Concepts, we're on a mission to do good for the families and communities we serve. For over 175 years, National Life has been a steadfast partner in providing financial stability through life's ups and downs. As a Licensed Insurance Sales Agent, you'll be part of a dynamic team committed to excellence and client satisfaction. We empower you with comprehensive support, training, and resources to grow your practice and develop meaningful client relationships. You'll have the chance to make a real difference by offering expert financial guidance and creating personalized plans that help clients secure their financial futures. We're looking for driven professionals eager to build a rewarding career in financial services. With structured support and professional growth opportunities, you'll find a supportive environment where your ambitions can thrive. Join us and contribute to our legacy of helping individuals plan for their futures with confidence.
Responsibilities:
Monitor and review clients' financial accounts regularly to ensure alignment with their objectives. Educate clients on various financial products and services to help them make informed decisions. Stay up-to-date on market trends and regulations to provide clients with accurate and timely advice. Opportunity to enter into the Management program.
Qualifications:
2+ years of experience as a Licensed Financial Advisor. Proven track record of successfully managing client portfolios and exceeding sales targets. In-depth knowledge of financial products and services. Strong communication and interpersonal skills. Detail-oriented and able to work in a fast-paced environment. About Company Our mission is clear: To Do Good in our communities and for the families we serve. For over 175 years , we have been committed to keeping our 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 financial services 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.