Financial Services Representative - Lendefied - Melville

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• LifeStance Health

  

  Psychologist- Top Market Pay - Melville, NY

  3 days ago

  Melville

  At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives by improving access to trusted, affordable, and personalized mental healthcare. Everywhere. Every day. It’s a lofty goal; we know. But we make it happen with the best team in behavioral health. Thank you for taking the time to explore a career with us. As the fastest growing behavioral health practice group in the country, now is the perfect time to join our clinical team! We are actively hiring talented Licensed Clinical Psychologists in New York, who are passionate about patient care and committed to clinical excellence. • Full time (30+ hours) preferred flexible times/days, no required weekend or on-call duties, • Generous ‘above market’ compensation with unlimited/uncapped earnings., • Full benefits package W2 health, dental, vision, life, 401k (with match), paid parental leave., • Collegial work environment., • Newly designed and modern offices., • Full administrative support., • Latest in digital technology., • Strong work/life balance., • Full-time Sign-on Bonus., • Cash based incentive plan., • Above market compensation-range from $93,000 to $140,000., • Requirements & Qualifications:, • Doctoral degree (PhD, PsyD) from APA accredited program., • Fully licensed in New York., • Training in psychodiagnostics testing. About LifeStance Health LifeStance is a national provider of mental healthcare services focused on evidenced-based, medically driven treatment services for children, adolescents and adults suffering from a variety of mental health issues in an outpatient care setting, both in-person at its clinics nationwide and through its digital health telemedicine offering. The company employs psychiatrists, psychologists, psychiatric nurse practitioners, and licensed therapists throughout the US. LifeStance Health is an equal opportunity employer. We celebrate diversity and are fully committed to creating an inclusive work environment for all our employees. Our values: Belonging: We cultivate a space where everyone can show up as their authentic self. Empathy: We seek out diverse perspectives and listen to learn without judgment. Courage: We are all accountable for doing the right thing - even when it's hard - because we know it's worth it. One Team: We realize our full potential when we work together towards our shared purpose. If you elect to interact with us via our website, please only use www.lifestance.com or www.careers.lifestance.com. Additionally, our recruiters utilize email addresses with the @lifestance.com domain. Other websites and domains are not affiliated with LifeStance Health and may represent threats to your data security. LifeStance Health complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact our Human Resources Team at or by calling +1-800-308-0994. Please note: This contact is intended solely for accommodation requests. Inquiries regarding applications, resumes and applicant status should not be sent to this email address as they will not be reviewed or responded to. To apply for a position, please use our official .

• Best Version Media

  

  Media Sales Representative

  8 days ago

  Melville

  Job Description Description: Stop managing a capped book of business and start building your own. Best Version Media offers a high-performance, turn-key opportunity for sales professionals who thrive on the hunt. Own a local territory, drive new business, and build a multichannel marketing portfolio with no startup costs and no cap on your income. Your Role: • Prospect: Build a high-velocity sales pipeline through direct outreach to local decision-makers. You're the primary growth engine in your market., • Sell: As an independent contractor, you'll execute face-to-face marketing pitches. You'll offer a top-of-the-line product suite, including premium print, hyper-targeted digital ads, and online reputation tools that solve challenges for local business owners., • Launch: Follow our proven blueprint to hit your sales baseline and launch your publication. Most launch within 3-4 months, but top producers like you can go to print in as few as 13-25 days., • Scale: Our established infrastructure helps you build a durable, high-volume portfolio. Once your magazine is live, you focus on compounding your income by retaining existing accounts while hunting for new ones., • Dominate: Use our professional training and data-backed systems to become the go-to marketing authority in your local community. Earning Potential: This is a fully commission-based role for those who want to be paid exactly what they're worth. Unlike traditional 'hunt-and-kill' sales roles, our commission model is cumulative. Most achieve: Year 1: $65K – $100K (Target) Year 2+: $150K – $250K+ (High Performer) Top Producers: $1.5M – $3.9M+ total career earnings Relevant Experience: We value your track record of winning more than a specific degree. We train the product, but you bring the sales discipline. This role is for you if you are: • Entrepreneurial: You want the autonomy of business ownership with the backing of a major corporation., • Competitive: You have a "top of the leaderboard" mentality and a strong work ethic., • Self-starter: You don't need a manager to tell you to pick up the phone., • Resilient and driven: You view "No" as a stepping stone to the next "Yes.", • A proven closer: You have a background in B2B sales, business development, or high-ticket closing. Why Best Version Media? Join a marketing powerhouse with over 1,300 publications and 25,000+ clients across North America. Our back-end teams handle all the design, printing, and digital expertise, so you can focus on building relationships and making sales. Proudly recognized as a Glassdoor Best Place to Work, we're committed to a supportive, inclusive, and empowering culture. Our Top Sales Executives Have: Ability to meet with business owners face-to-face, and a professional home office setup: laptop, high-speed internet, and a mobile phone. #LI-KP1

• New York Life

  

  Life Insurance Agent (Sales) **Licensing and Training Provided**

  4 days ago

  Melville

  OFFICE IS LOCATED IN MELVILLE, NY Must be able to commute to Melville. Becoming a New York Life agent is an ideal opportunity for individuals who want to build a financial services business with significant income potential, help others achieve financial security, and maintain flexible schedule. We offer tremendous guidance, encouragement, and training for those who want to take this path. As an agent it is your responsibility to help individuals plan for their future.

• Eclaro

  

  Copier Account Executive

  12 days ago

  Melville

  Copier Account Executive Job Number: 26-00687 Do you want to work where innovation drives business? ECLARO is looking for a Copier Account Executive for our client in Melville, NY. ECLARO’s client ranks in the Top 5 Companies awarded US patents annually, and is known worldwide as a leader in the technology industry. If you’re up to the challenge, then take a chance at this rewarding opportunity! Position Overview: The Copier Account Executive position involves developing strategies to increase sales with key decision-makers in the Dealer Sales Channel and end users, promoting strong business relationships with assigned dealers and their respective branches while maintaining the highest ethical standards. The role requires effective communication with Fortune 500 level executives including CEOs, CIOs, and CFOs to present high-level sales strategies, ROI analyses, and technical workflow solutions, as well as providing technical expertise to assist dealers and customers in selecting hardware and software solutions. Additional responsibilities include managing dealer accounts and territories, coordinating product launches and updates, organizing events and tradeshows, and applying professional expertise to resolve routine issues within company policies. Responsibilities: Develop strategies to increase Sales with key decision makers in the Dealer Sales Channel and with End User Promotes the business relationship between company and Assigned Dealers and/or Offices Communicates effectively with Fortune 500 Customers including CEO, CIO, and CFO's presenting High Level Sales Strategies, ROI, and Technical Workflow analysis Assists the Dealer Sales Channel and End User Customers with technical knowledge that allows for detailed analysis and recommended hardware and software solutions Manages Dealer Sales Channel account accounts, territories, marketing program implementation, education, and other Channel related support Conducts High Level Introductory Sales Calls. Provides Retail Sales Channel proposal development and bid support assistance Coordinates and implements product launches and equipment/software updates with Dealer Sales Channel Manages coordinator of certain events/tradeshows Mid-level position where decisions are made within established policies and standard practices Possesses specialized knowledge or skills in a particular functional area Learns to use professional concepts Applies company policies and procedures to resolve routine issues Has working knowledge of company products and services Developing professional expertise, applies company policies and procedures to resolve a variety of issues Required Qualifications: Bachelor's degree in a relevant field is required, plus 3-5 years of related experience Experience with copier sales / A3 market required B2B retail sales and/or customer face to face, copier dealer, copier manufacturer experience preferred Experience selling directly to end users is required CompTIA CDIA/CDIA Certification is a plus CompTIA Network Certification is a plus 5 years in sales/sales support and industry related experience Travel of over 75% or more in the assigned region is expected for this position This position works remotely from a home office located near a major metropolitan city/airport and requires overnight travel Individual must possess a clean valid state driver's license in order to obtain the position This position requires driving, therefore a valid driver's license and acceptable driving record are necessary. This position requires driving for company business as an essential function of the job, must remain in compliance with company safety guidelines and policies Salary: $69300.00-$103770.00/Year If interested, you may contact: Kath Torres katherine.torres@eclaro.com 5134499042 Kath Torres | LinkedIn Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.

• Criterion Executive Search, Inc.

  

  Commercial Lines Account Manager

  3 days ago

  Melville

  Growing independent insurance agency is seeking a Commercial Lines Account Manager. Responsibilities: • Respond to daily service needs of clients., • Performs renewal reviews thoroughly and timely and makes coverage recommendations., • Assures that all pertinent data is properly input in the computer upon binding., • Prepares renewal proposals., • Sets up "Master" Certificates in Management System and/or CSR24 for the renewal term., • Reviews audits for changes in classifications or big increase or decrease in exposures and advises Producers if more than 10% discrepancy from policy., • Works on disputed audits with accounting, insurance company, client and/or client's accountant., • Rounds out existing accounts and cross sells to client other services provided by the agency., • Makes sure management system is documented., • In coordination with producer, meets with clients as needed., • Backs up other Account Executives, Assistant/Account Managers as needed. Requirements: • 5+ years of Commercial Lines Insurance Account Management experience (Construction, Manufacturing, and Real Estate account experience preferred)., • Experience in Applied Epic (preferred)., • Proficiency in Microsoft Office Suite, • Remain current on insurance knowledge and various industry developments., • Must be P&C licensed.

• SolomonEdwards

  

  Commercial Lines Insurance - Manager

  5 days ago

  Melville

  Title: Commercial Lines Insurance - Manager Location: Princeton, NJ (ON SITE) Salary: $180,000k - $200,000k + RELOCATION ASSISTANT + bonus Our client is offering a relocation package for individuals Summary: The Commercial Lines Insurance Manager is responsible for overseeing the delivery, growth, and profitability of the commercial insurance portfolio while ensuring exceptional client service and operational excellence. This role leads and develops the commercial service team, maintains strong client and carrier relationships, and supports sales and retention strategies. The Manager serves as a subject matter expert across commercial lines coverages and ensures compliance with regulatory and internal standards. Great opportunity for either an experience Commercial Lines Manager or a Sr. Account Executive who has supervisory/team leader experience to take the next step in their career. If interested, please send resume to sschneider@solomonedwards.com – All resumes will be held confidentially and nothing will be shared with anyone without your consent and approval. Key Responsibilities • Lead, mentor, and manage the commercial lines service team to ensure high-quality client service and consistent execution of deliverables, • Maintain overall accountability for client relationships, including retention, satisfaction, and ongoing coverage optimization, • Oversee renewal processes, coverage reviews, policy placements, and endorsements across commercial lines (e.g., General Liability, Property, Auto, Workers’ Compensation, Umbrella), • Partner with producers and leadership to support new business development, account expansion, and revenue growth initiatives, • Negotiate terms, conditions, and pricing with carrier partners to secure optimal coverage solutions for clients, • Serve as a technical resource and subject matter expert, providing guidance on complex risks, coverage structures, and market trends, • Ensure compliance with regulatory requirements, carrier guidelines, and internal operational standards, • Monitor workflows, service timelines, and performance metrics to drive efficiency and continuous improvement, • Support training and development initiatives to enhance team technical knowledge and client-facing capabilities, • Collaborate with marketing and leadership teams on client communications, reporting, and strategic initiatives Qualifications & Experience • Bachelor’s degree in business, insurance, risk management, or a related field, or equivalent work experience, • 10+ years of commercial lines insurance experience, including account management and/or underwriting exposure, • Prior leadership or supervisory experience preferred, • Strong technical knowledge of commercial insurance coverages and market dynamics, • Active insurance license required (or ability to obtain within a defined timeframe), • Professional designations such as CPCU, ARM, or CIC preferred Skills & Competencies • Proven leadership, coaching, and team development abilities, • Excellent client relationship management and communication skills, • Strong organizational skills with the ability to manage multiple priorities, • Analytical mindset with attention to detail and problem-solving capabilities, • Proficiency in agency management systems and Microsoft Office applications The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position. SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: _

• Revolt Financial

  

  Client Service Associate

  2 days ago

  Melville

  Client Service Associate, Wealth Management & Insurance Support Location: Melville, NY | In Office Schedule: Full-time | Monday to Friday in the office, with occasional work-from-home flexibility Compensation: $80,000 to $95,000 base salary, depending on experience | Bonus potential | Profit sharing eligibility About the Role Our client, a growing wealth advisory firm, is hiring a detail-oriented and service-minded Client Service Associate to support day-to-day investment account servicing, client service operations, annuity processing, and life insurance underwriting and servicing. This role is ideal for an experienced wealth management client service professional who can step in with strong operational judgment, manage multiple priorities, learn quickly, and keep complex client, advisor, insurance, and internal workflows moving with accuracy and follow-through. This is a strong long-term opportunity for someone who wants to grow within a collaborative financial services firm and be part of a team that takes a coordinated, relationship-first approach to serving clients. What You’ll Do • Support investment account openings, account maintenance, ACAT transfers, money movement requests, and other service items, • Support the life insurance underwriting process, including applications, medical exam coordination, APS requests, carrier follow-up, and policy issuance steps, • Prepare, review, and process client paperwork for new accounts, account updates, annuities, insurance, and ongoing servicing needs, • Coordinate with custodians, broker-dealer partners, insurance carriers, vendors, advisors, and internal team members to keep client work moving forward, • Track open service items, outstanding paperwork, underwriting requirements, and next steps to ensure timely follow-through, • Maintain accurate and organized client records, documentation, and account-related files, • Assist with the preparation of client meeting materials and provide administrative and operational support to advisors, • Serve as a professional point of contact for client service questions related to investment accounts, annuities, insurance, and paperwork, • Help improve internal workflows, tracking systems, and service processes as the firm continues to grow, • Over time, support additional operational workflows related to retirement plans, pensions, and broader planning needs as the role evolves What We’re Looking For • 4+ years of hands-on experience in wealth management operations, client service, investment account support, insurance/annuity processing, or a similar financial services support role, • Strong working knowledge of investment account servicing, client documentation, custodial processes, transfers, money movement, and account maintenance workflows, • Exposure to life insurance underwriting, annuity processing, or insurance carrier workflows is strongly preferred, • High-capacity multitasker who can manage competing priorities, track details carefully, and adapt as client, advisor, and team needs shift, • Strong intellectual curiosity, sound judgment, and ability to quickly understand processes, systems, and client workflows, • Professional, warm, and polished communication style with clients, advisors, and other stakeholders, • Team-oriented, highly responsive, and comfortable operating in an information-rich environment where details and follow-through matter, • Interest in building a long-term career within wealth management, insurance, and financial planning, • Experience with Cetera, Redtail CRM, Black Diamond, custodial platforms, broker-dealer systems, or similar wealth management technology is a strong plus, • Bachelor’s degree strongly preferred; will consider candidates with strong relevant experience, • Life & Health insurance license is a plus, or a willingness to obtain after hire, • Investment licenses are not required; candidates with active licenses or an interest in pursuing investment licensing over time are welcome. Why This Role • Stable, full-time opportunity with a growing RIA and broker-dealer affiliated firm managing more than $375 million in AUM, • Meaningful exposure to investment and insurance operations, advisor support, and high-touch client service, • Collaborative team environment with mentorship from experienced professionals, • Competitive compensation with annual bonus potential and profit-sharing eligibility, • Medical benefits, 401(k) with employer match, generous PTO, and summer Fridays

• Canon U.S.A., Inc.

  

  Copier Account Executive - East Coast

  3 days ago

  Melville

  Copier Account Executive - East Coast US-NY-Melville Job ID: 33741 Type: Full-Time of Openings: 1 Category: Sales/Business Development CUSA Melville Headquarters About the Role Canon USA is seeking a Copier Account Executive - East Coast (Executive, Technical Sales). The Copier Account Executive position involves developing strategies to increase sales with key decision-makers in the Dealer Sales Channel and end users, promoting strong business relationships with assigned dealers and their respective branches while maintaining the highest ethical standards. The role requires effective communication with Fortune 500 level executives—including CEOs, CIOs, and CFOs—to present high-level sales strategies, ROI analyses, and technical workflow solutions, as well as providing technical expertise to assist dealers and customers in selecting hardware and software solutions. Additional responsibilities include managing dealer accounts and territories, coordinating product launches and updates, organizing events and tradeshows, and applying professional expertise to resolve routine issues within company policies. The candidate must live near a major US airport within the East Coast. This position is full time and is considered virtual. The office will be open 5 days a week; however you will not be required to report to the office unless there is a specific business need. Note that work schedules and office reporting requirements may change from time to time based on business needs. Your Impact • Develop strategies to increase Sales with key decision makers in the Dealer Sales Channel and with End User Promotes the business relationship between company and Assigned Dealers and/or Offices, • Communicates effectively with Fortune 500 Customers including CEO, CIO, and CFO's presenting High Level Sales Strategies, ROI, and Technical Workflow analysis, • Assists the Dealer Sales Channel and End User Customers with technical knowledge that allows for detailed analysis and recommended hardware and software solutions, • Manages Dealer Sales Channel account accounts, territories, marketing program implementation, education, and other Channel related support, • Conducts High Level Introductory Sales Calls. Provides Retail Sales Channel proposal development and bid support assistance, • Coordinates and implements product launches and equipment/software updates with Dealer Sales Channel, • Manages coordinator of certain events/tradeshows, • Mid-level position where decisions are made within established policies and standard practices, • Possesses specialized knowledge or skills in a particular functional area, • Learns to use professional concepts, • Applies company policies and procedures to resolve routine issues, • Has working knowledge of company products and services, • Developing professional expertise, applies company policies and procedures to resolve a variety of issues About You: The Skills & Expertise You Bring • Bachelor's degree in a relevant field is required, plus 3-5 years of related experience, • Experience with copier sales / A3 market required, • B2B retail sales and/or customer face to face, copier dealer, copier manufacturer experience preferred, • Experience selling directly to end users is required, • CompTIA CDIA/CDIA+ Certification is a plus, • CompTIA Network+ Certification is a plus, • 5+ years in sales/sales support and industry related experience, • Travel of over 75% or more in the assigned region is expected for this position This position works remotely from a home office located near a major metropolitan city/airport and requires overnight travel Individual must possess a clean valid state driver's license in order to obtain the position This position requires driving, therefore a valid driver's license and acceptable driving record are necessary. Additionally, because this position requires driving for company business as an essential function of the job, must remain in compliance with company safety guidelines and policies We are providing the anticipated salary range for this role: $69,300 - $103,770 annually. This role is eligible for commissions under the terms of an applicable plan. Company Overview About our Company - Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $28.5 billion in global revenue, its parent company, Canon Inc., as of 2024 has ranked in the top-10 for U.S. patents granted for 41 consecutive years. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To learn more about Canon, visit us at and connect with us on LinkedIn at . Who We Are Where Talent Fosters Innovation. Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation. What We Offer Youll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits. And Even More Perks! -Employee referral bonus -Employee discounts -Dress for Your Day attire program (casual is welcome, based on your job function) -Volunteer opportunities to give back to our local community -Swag! A Canon welcome kit and official merch you cant get anywhere else Based on weekly patent counts issued by United States Patent and Trademark Office. All referenced product names, and other marks, are trademarks of their respective owners. Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at _ We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers site , we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at . #CUSA Posting Tags #PM19 #LI-AV1 #LI-REMOTE PI9e4fc6a495d5-37820-39059236