Entry Level Institutional Sales Leading NYC based financial services firm is expanding it's institutional equity sales department. Duties include identifying and qualifying institutional investors (mutual funds, hedge funds, pension funds, family offices) to market firms equity transactions, offer corporate access to investors and book deal and non deal roadshows both in the US and overseas. College degree and Series 7 license required along with strong work ethic, strong communications skills on the phone and ability to work well within a team. This is an entry-level job (or perfect for someone looking to make a switch from retail side of business and less than 1-3 yrs of experience.) Please send resume for immediate consideration. No phone calls.
Primerica Financial Services (PFS)- . As a leader in the financial services industry, we have partnerships with some of the largest financial companies in the industry (Fidelity, Franklin Templeton, Rocket Mortgage, to name a few) which allows us to protect and grow financial independence for families and businesses. Role Description This is a remote role as a Financial Advisor. The Financial Coach will be responsible for providing financial planning, retirement planning, and investment advice to clients. We're actively looking for someone who is ambitious, entrepreneurial-minded and wants to be part of our mission of sharing financial literacy with middle-class families by educating themselves and their communities about How Money Works™. They will analyze clients' financial situations and develop customized strategies to help them achieve their financial goals. THE IDEAL CANDIDATE - Values Freedom and Flexibility - Possesses high Integrity - Ethical and always has the client’s best interest first - Excels at Working Independently as well as in a Team Environment - Ambitious and Motivated - Entrepreneurial-Minded - Self-starter and strong follow-through - Has an interest in Personal Finance (regardless of experience level) - Has Excellent communication and interpersonal skills Qualifications - Minimum 18 years of age - Legal U.S. Resident, Citizen, or Work Permit with SSN - Able to pass a Federal Background Check - Able to complete licensing requirements (Life Ins. & Securities) within 60-90 days - Accountable with a high level of integrity ENVIRONMENT We have a very positive and supportive team culture. We were founded by teachers and coaches and the leadership is constantly striving to help people become better versions of themselves! While we're passionate about teaching people how to reach their financial goals, we also train our reps on leadership skills, business management, marketing, social media/branding, communication, and more! Training and flexible work hours can fit into your existing schedule Part-Time or Full-Time. This is a production-based, 1099. NO prior certification, experience, or education is necessary.
NO EXPERIENCE NECESSARY! WE WILL TRAIN THE RIGHT PEOPLE! The position can be fully remote. Great for the stay-at-home career seeker. All required pre-licensing courses and required state licenses are covered by the company. The desired candidate would possess the following skills: - Excellent customer service skills - Entrepreneurial Mindset - Strong leadership and decision-making skills - Ability to develop, manage and drive growth - Access to Internet or Wi-Fi connection Requirements: - Must be 18+ (This is a FEDERAL requirement) - Must pass a background check (No Felonies) - Self-Disciplined, Self-Accountability Trustworthy & Honest We'll provide: Training Bonus program State & Federal Licenses Part or Full time Flex options Ongoing Mentorship
This is a part-time role for a Financial Representative. The Financial Representative will be responsible for providing financial planning advice, offering insurance solutions, assisting with retirement planning, and facilitating investments. Start a new career and get paid to train! Build a business and learn as you go! Qualifications Financial Planning and Finance skills Insurance knowledge and experience Retirement Planning expertise Investment understanding Strong communication and interpersonal skills Ability to work independently and remotely Good organizational and time management skills Previous experience in the financial services industry is a plus Company Description Our Firm is leading financial services company operating for over 46 years. We have more than 2,000 corporate employees who support over 135,000 licensed independent representatives. Our focus is on serving the needs of middle-income families by offering financial education and a range of financial products and services.
Enjoy Helping People? See yourself working with high net-worth individuals? Gamma Capital Group is a financial services company that is committed to helping their clients secure their financial freedom! We focus on integrated wealth management, investment advice, retirement planning, and insurance planning for their clients. As a Gamma Capital Group financial advisor, you'll have the flexibility to develop a successful career by providing clients with services and financial products they need and educating them about their financial decisions. Your basic responsibilities will include: Prospecting and networking via face-to-face meetings with potential clients Closing and executing sales transactions Servicing existing clients Analyzing and compiling presentations Attending training sessions and meetings Job Requirements: As a financial sales rep for Gamma Capital Group, you must have a strong entrepreneurial spirit bolstered by confidence, persistence and a high degree of personal integrity. This allows the Financial Services Representatives to quickly establish trust and build the kinds of relationships from which a client base can be developed. Gamma Capital Group's Financial Professionals come from a wide variety of professional backgrounds, from salespeople to bankers to engineers. It is expected that you will utilize the knowledge that you have gained and the networks that you have built in your professional life in order to develop and expand your career as a Financial Services Representative. Our Advisors enjoy: Flexibility and work-life balance most financial careers don’t offer. Competitive compensation and comprehensive benefits. Extensive training and support and a dedicated management team. Training and mentorship for advisors credentials Management and Partner Level Opportunities Comprehensive compensation and benefits: Exceptional Income Potential. Renewals & Residual Income Comprehensive Medical Coverage Retirement Package / Pension Plan Life & Disability income Insurance Compensation is 100% commission the first 12 Months. If you think you are the right fit for a winning team, please apply today! Working for Gamma Capital Group means working for a company that's committed to advancing diversity, equity, and inclusion. We do that through leadership development programs aimed at advancing, engaging, and retaining under-represented talent and our Employee Resource Groups, which strengthen our inclusive workplace, enhance personal development, and provide ways for employees to connect, learn and engage. Experience: Previous employment in sales where you have successfully turned prospects into customers Professional Licenses: Insurance and securities license If you do not have them, you will be required to attain those licenses within 90 days. Sales experience is helpful, but not required MBA, JD, CFP®, CPA or ChFC, a plus Qualifications: Entry-Level Finance experience not necessary - We have training programs! Ability to obtain professional licenses. Skills: Strong communication skills Sales/ marketing/ entrepreneurship interest A four-year college degree or more Results-driven, highly motivated, self-starter At Gamma Capital Group, our purpose is to help people embrace today and confidently pursue tomorrow. That's why we provide an environment focused on transparency, inclusion, trust and respect. Here, you'll discover our expansive range of roles, and a workplace where we aim to help turn your passion into a rewarding profession. We value your hard work, integrity and commitment to make things better, and we put people first by offering you benefits that support your life and well-being. We are an equal opportunity employer. We will not tolerate discrimination on the basis of race, color, national origin, sex, sexual orientation, gender identity, religion, age, disability, veteran's status, pregnancy, genetic information or on any basis prohibited by federal, state or local law.
NO EXPERIENCE NECESSARY! Are you tired of being overworked and underpaid? Do you want to become your own boss, and make great money on your own time? Would you like to finally finish some of those projects you have been setting aside and postponing? Would like more time at home with your family, without the pay cut? Well, if you answered yes to any of these questions then, this may be just the job for you! Not only can you work from home, or on the go, with very flexible scheduling options but, you will also get a chance to create generational wealth for you and your family for many years to come! Both Full-time or Part-time positions available! No prior experience in the financial services industry is required. Although you must obtain a state license within the state you wish to do business. Not to worry though! My company is willing to pay for any and all state, and federal, certifications necessary! We have a fantastic paid training program. frequent bonus and incentive opportunities, 11 different income streams, stock options, company trips every few months, and so much more! •Paid training program •State and Federal Licenses •Part-time or Full-time positions •Commission based pay •Stock opportunities • 11 different income streams •Bonus pay and incentive opportunities offered regularly. •Company trips (you +1) with all expenses paid, and more… The desired candidate would possess qualities such as; •Good Communication Skills •Self-Discipine •Good leadership, and decision making abilities. •Ability to develop, manage, and inspire growth, in a team setting. -Goal-oriented •Good listening skills •Time-Management skills •Follow instructions correctly •Trustworthiness Requirements: • Age 18+ only (FEDERAL REQUIREMENT). •Must be able to pass a basic background check. (No Felonies) •Have access to a computer or smartphone. Absolutely no cold calling! Please contact me anytime, and attach your resume if interested!!
Are you looking for a new career path? We are willing to train the right candidates, you must be willing to obtain a life insurance license to start. Silver Oak Financial and Transamerica offers one of the best places to start and grow an insurance practice. We are looking for licensed life insurance advisors, Teams and entrepreneurs to partner with in the Pittsburgh and surrounding areas. We want to assist the right individuals with acquiring new clients. Franchise with us or simply add us to your product offerings and you will earn. Commissions bi-weekly Vested Renewals Monthly Bonuses in addition to commissions Remote position, you make your own schedule. Growth opportunities available Obtain several licenses as you go. Local and National Training Case design support from a team of Financial Planners Back-office support for case management and new business processing Income Potential listed is - Based on PT/FT professional's average income. This is a completely uncapped income opportunity I’d like to learn more about you and your experience. Send me a reply if you are open to discussing the opportunity. BUILD YOUR PRACTICE • Enhance your income potential • Grow your business so you can extend your reach in the community you serve. • Opportunities exist to train and help build new financial professionals • Help these individuals pursue success BUILD YOUR FIRM • Create a winning team environment • Help more families secure their financial future
Merchant Cash Advance Sales Representative (Commission-Based) Company: Reliable Funding Source Location: Times Square, New York City, NY Job Description: Are you a motivated sales professional looking to make a significant impact in the heart of New York City? We are seeking experienced Merchant Cash Advance Sales Representatives to join our team in Times Square. In this commission-based role, you will have the opportunity to leverage your sales skills to offer merchant cash advance solutions to businesses in one of the busiest commercial hubs in the world. Responsibilities: Prospect, identify, and approach potential clients in Times Square and surrounding areas. Engage with business owners to understand their financial needs and explain the benefits of merchant cash advances. Customize financial solutions to meet the unique requirements of each client. Negotiate terms and conditions with clients to secure agreements. Maintain accurate records of sales activities and client interactions. Collaborate with our team to ensure timely processing of merchant cash advance applications. Requirements: Proven track record of success in sales, preferably in the financial services industry. Strong understanding of merchant cash advances and alternative lending products. Excellent communication and negotiation skills. Ability to thrive in a fast-paced, high-pressure environment. Self-motivated with a results-driven mindset. Availability to work Monday to Friday in Times Square, NYC. Must have own transportation or be willing to commute to Times Square. Benefits: Competitive commission structure with uncapped earning potential. Opportunity to work in one of the most iconic locations in New York City. Supportive team environment with ongoing training and professional development opportunities.