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Entry Level Financial Representative Jobs in Elizabeth, NJ

Nexera

Entry Level Remote Insurance Sales

Newark, NJ · Remote

$1.5K - $3.2K/wk

No finance or insurance background needed. We'll train you and get you licensed. Why recent grads skip the "traditional job" path Typical entry-level job This role -- year one potential $42K-$55K ...

Nexera

Entry Level Remote Insurance Sales

Manhattan, NY · Remote

$1.5K - $3.2K/wk

No finance or insurance background needed. We'll train you and get you licensed. Why recent grads skip the "traditional job" path Typical entry-level job This role -- year one potential $42K-$55K ...

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All JobsFinancial Representative JobsEntry Level Financial Representative JobsEntry Level Financial Representative Jobs in Elizabeth, NJ

Entry Level Financial Representative information

See Elizabeth, NJ salary details

$31.7K

$72.1K

$115.7K

How much do entry level financial representative jobs pay per year?

As of Sep 7, 2026, the average yearly pay for entry level financial representative in Elizabeth, NJ is $72,087.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,800.00 and $92,600.00 per year, depending on experience, location, and employer.

What does an entry level financial representative do?

An Entry Level Financial Representative assists clients with understanding and managing their finances, including helping them select insurance policies, retirement plans, and investment options. They often work under the supervision of experienced professionals and receive on-the-job training. Their responsibilities include meeting with clients, assessing their financial needs, providing product recommendations, and maintaining client relationships. This role is a common starting point for a career in financial services, offering opportunities for advancement as skills and certifications are gained.

What are the key skills and qualifications needed to thrive as an entry level financial representative, and why are they important?

To thrive as an Entry Level Financial Representative, you need a solid understanding of financial products, basic sales principles, and at least a bachelor's degree in finance, business, or a related field. Familiarity with customer relationship management (CRM) software and, in some cases, the pursuit or possession of relevant licenses such as FINRA Series 6 or 7 is typical. Strong interpersonal skills, active listening, and effective communication help you build client trust and explain complex financial concepts clearly. These abilities are crucial for helping clients achieve their financial goals and establishing a successful, client-focused practice.

What are some typical challenges faced by entry level financial representatives, and how can they be addressed?

Entry Level Financial Representatives often face challenges such as building a client base from scratch, learning to navigate complex financial products, and adapting to a performance-driven environment. Success in this role often requires persistence, strong networking skills, and continuous learning to stay current with industry regulations. Many firms provide mentorship, training programs, and collaborative team environments to help new representatives overcome these hurdles and establish a solid foundation for long-term growth.

What is the difference between Entry Level Financial Representative vs Financial Advisor?

AspectEntry Level Financial RepresentativeFinancial Advisor
CertificationsTypically requires FINRA Series 6 or 7, and possibly Life & Health licensesOften requires Series 7, 63, and additional certifications like CFP
Work EnvironmentBank, financial services firm, or insurance company; client-facingIndependent or firm-based; personalized financial planning
Job FocusProduct sales, client onboarding, basic financial adviceComprehensive financial planning, investment management

While both roles involve working with clients on financial matters, Entry Level Financial Representatives focus on product sales and basic client service, often within a bank or insurance setting. Financial Advisors provide more in-depth financial planning and investment advice, often requiring additional certifications. The roles differ mainly in scope, certifications, and responsibilities, but both serve as entry points into the financial services industry.

How do I start a career in entry level financial representative with no experience?

To start as an entry-level financial representative with no experience, focus on obtaining relevant certifications such as the Series 6 or 7 license, which are often required by employers. Gaining knowledge of financial products, developing strong communication skills, and applying for internships or trainee programs can also improve your chances of entering the field.

What is an entry level financial representative position in finance?

An entry level financial representative is a professional who assists clients with financial planning, investment products, and insurance services. The role typically requires strong communication skills, basic knowledge of financial concepts, and may involve using tools like financial software; certifications such as the Series 6 or 63 can be beneficial. It is often a starting position with opportunities for advancement in the finance industry.

What is the best entry-level financial representative job?

An entry-level financial representative job typically involves providing financial advice, selling insurance or investment products, and building client relationships. Success in this role often requires strong communication skills, basic financial knowledge, and relevant certifications such as the Series 6 or 63 license. These positions usually offer on-the-job training and opportunities for career advancement in the financial services industry.

What cities near Elizabeth, NJ are hiring for Entry Level Financial Representative jobs?

Cities near Elizabeth, NJ with the most Entry Level Financial Representative job openings:

Entry Level Financial Representative jobs near you

Entry Level Remote Insurance Sales

Nexera

Newark, NJ • Remote

$1.5K - $3.2K/wk

Full-time

Re-posted 14 days ago

Job description

About this role

We're hiring entry-level Financial Sales Consultants for our remote team. You'll help families find the right financial protection for their needs — by phone and Zoom, from wherever you call home. No finance or insurance background needed. We'll train you and get you licensed.

Why recent grads skip the "traditional job" path

Typical entry-level job This role — year one potential $42K–$55K fixed salary $50K–$100K+, no ceiling 2–3% annual raise Your effort sets your pay Income capped from day one Uncapped from day one

What you'll be doing

  • Contacting warm inbound leads — people who've already asked for help protecting their families
  • Running phone and Zoom consultations to understand each client's needs and budget
  • Presenting coverage options from a network of 60+ carriers
  • Following up consistently and managing your own daily activity
  • Attending weekly virtual training with a dedicated mentor
  • Working toward team leadership and override income over time

What you can earn

  • $800–$1,200 commission per closed sale
  • Part-time (~20 hrs/week): typically $50,000–$80,000 in year one with consistent activity
  • Full-time: typically $80,000–$120,000 once established; top performers earn well beyond that
  • Paid weekly
  • Bonuses and incentives available
  • Long-term passive income through team building and overrides

Your path forward

  • Year 1: Get licensed, complete onboarding, land your first sales, build the habit
  • Year 2: Build pipeline consistency, grow activity, reach $80,000–$100,000
  • Year 3: Start building your own team, earn override income on their production
  • Year 5+: Lead a team, generate passive income, work your own schedule

Most of our managers and team leaders started in this exact seat with zero prior experience.

What we provide

  • Full licensing support — we walk you through getting your Life and Health Insurance License (most pass in 2–4 weeks)
  • A dedicated mentor for your first 90 days with weekly one-on-ones
  • Warm inbound leads plus outbound follow-up opportunities (lead structure covered in the interview)
  • Access to 60+ insurance carriers — independent model, never tied to one company
  • A step-by-step training system built specifically for new agents
  • Weekly pay on every closed sale

Backgrounds that do well here

No specific degree required. These backgrounds tend to produce strong first-year agents:

  • Business, marketing, communications, or finance
  • Psychology, sociology, or criminal justice
  • Any customer-facing role — retail, hospitality, food service, tutoring
  • Student athletes or anyone with a competitive, team-driven mindset
  • No degree at all — drive and coachability matter more than credentials

Requirements

  • U.S. citizen or legal resident, currently living in the U.S.
  • Raleigh/Triangle area preferred — fully remote, open to all U.S. locations
  • Able to pass a background check
  • Life and Health Insurance License required before start date (or real willingness to get one — full support provided)
  • Reliable internet and a quiet space for calls
  • Available at least 20 hours per week

Benefits

  • Fully remote — work from anywhere in the U.S.
  • Flexible schedule — full-time or part-time, your call
  • Weekly pay
  • Pay is only 100% commission
  • Licensing and onboarding support
  • Mentorship from day one
  • Leadership path with passive income potential