Benefits:- Bonus based on performance
- Competitive salary
- Opportunity for advancement
- Paid time off
- Training & development
- 401(k)
- Dental insurance
- Health insurance
- Vision insurance
ROLE DESCRIPTION:
As a licensed security representative, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Registered Representative will have access to books of business from multiple agents-very warm leads.RESPONSIBILITIES:- Provide investment options and consult securities to customers.
- Conduct financial needs analysis and recommend investment products.
- Manage customers portfolios and provide ongoing support.
- Stay updated on market trends and regulatory changes.
- Conduct presentations and seminars on investment topics.
- Maintain accurate records of transactions and customers interactions.
- Ensure compliance with industry regulations and standards.
QUALIFICATIONS:- Series 63 or 65 license and other relevant certifications.
- BI-LINGUAL Spanish/English Speaker
- Strong knowledge of investment products and financial markets.
- Communication and customer service skills.
- Ability to build and maintain customers relationships.
- Detail-oriented with strong analytical skills.
- Proficiency with financial software and tools.
- High ethical standards and professionalism.
ABOUT OUR AGENCY:
Our agency has proudly served New Jersey since 2009, with offices in Elizabeth and Springfield. Over the years, we’ve grown into one of the top-performing agencies in the region, built on a strong foundation of service, professionalism, and results.
We believe great agencies are built by great people. Our team includes both experienced insurance professionals and individuals who are eager to learn and grow. We provide training, mentorship, and ongoing development opportunities to help our team members build long-term careers in insurance and financial services.
For our team, we offer a supportive and professional environment where growth is encouraged and success is recognized. Our leadership team has been with the agency for many years, creating a stable, collaborative workplace where team members feel valued and supported.
Our office culture is team-oriented, respectful, and growth-focused. We’re looking for individuals who are motivated, dependable, and excited to build a rewarding career while being part of a high-performing team. If you’re looking for long-term opportunity and a place where you can grow, this could be the right fit for you.
Flexible work from home options available.