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Financial Services Representative

RoShay Services
Lakewood, NJ Full Time
POSTED ON 8/1/2026
AVAILABLE BEFORE 8/30/2026
This role involves participating in a structured training program to learn macroeconomic planning and client acquisition without requiring prior financial experience.

Responsibilities include hosting discovery conversations, designing tailored financial solutions, and building a local advisory brand through community engagement.

Qualifications emphasize strong trust-building, professionalism, work ethic, and self-discipline, with sponsorship provided for licensing exams.

Ideal candidates may have backgrounds in sales, teaching, or management, and possess a bachelor's degree or equivalent success.

Compensation is performance-based, with uncapped earning potential, including commissions, residual income, and professional development support.

Overall, the role offers a comprehensive training, licensing sponsorship, and opportunities for growth in a client-focused, relationship-driven environment.

Salary.com Estimation for Financial Services Representative in Lakewood, NJ
$53,730 to $68,552
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