PrecisionHire Systems

Financial Services Professional (IXP)

Egg Harbor Township, NJ
Full Time
Entry Level

Position Overview: The Insurance Agent & Financial Services Producer will be responsible for providing clients with insurance coverage options and financial planning services. This role involves selling and servicing insurance policies, as well as offering financial products and investment solutions. The ideal candidate will have a strong background in both insurance and financial services, with a focus on client relationship management and sales.

Key Responsibilities:

Insurance Responsibilities:

  • Client Consultation: Meet with clients to evaluate their insurance needs and provide tailored recommendations for coverage options, including auto, home, health, life, and commercial insurance.
  • Policy Sales: Sell insurance policies by explaining coverage details, benefits, and pricing, and manage the application and underwriting process.
  • Customer Service: Assist clients with policy changes, renewals, claims, and any other inquiries related to their insurance coverage.
  • Market Knowledge: Stay informed about insurance industry trends, new products, and regulatory changes to effectively advise clients and identify business opportunities.

Financial Services Responsibilities:

  • Financial Planning: Provide clients with comprehensive financial planning services, including retirement planning, investment strategies, and wealth management.
  • Product Recommendations: Offer a range of financial products such as mutual funds, annuities, and other investment vehicles to meet clients’ financial goals.
  • Client Relationship Management: Develop and maintain strong relationships with clients to understand their financial needs and provide ongoing support and advice.
  • Sales and Performance: Achieve sales targets for both insurance and financial services products, ensuring client satisfaction and business growth.

Qualifications:

  • Education: High school diploma or equivalent required; a bachelor’s degree in Business, Finance, or a related field is preferred.
  • Licensing: Must possess or be willing to obtain necessary insurance licenses and financial services certifications as required by state or federal regulations.
  • Experience: Prior experience in insurance sales, financial services, or a related field is preferred.
  • Skills: Excellent communication and interpersonal skills; ability to explain complex insurance and financial concepts in an understandable manner.
  • Detail-Oriented: Strong attention to detail and accuracy in managing insurance and financial documentation.
  • Technical Proficiency: Familiarity with insurance and financial services software and Microsoft Office Suite (Excel, Word, PowerPoint).
  • Ethics: High level of integrity and professionalism in client interactions and business practices.
  • Adaptability: Ability to work independently and as part of a team in a dynamic environment.

What We Offer:

  • Competitive salary with commission and performance-based incentives.
  • Comprehensive training and ongoing professional development.
  • Health, dental, and retirement benefits.
  • Flexible work schedule options (if applicable).
  • A supportive and collaborative work environment with opportunities for career advancement.
Share

Apply for this position

Required*
We've received your resume. Click here to update it.
Attach resume or Paste resume
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Invitation for Job Applicants to Self-Identify as a U.S. Veteran
  • A “disabled veteran” is one of the following:
    • a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    • a person who was discharged or released from active duty because of a service-connected disability.
  • A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  • An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  • An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran status


Voluntary Self-Identification of Disability
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Please check one of the boxes below:

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Human Check*