Insurance and Investment Sales - New York Life Insurance Company - 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 .

Job Description Our firm is rapidly expanding, and we are looking for an experienced financial advisor to advise clients and help them make smart, profitable decisions to meet their financial goals. We are looking for someone with a proven success record advising long-term clients, with superb math, analysis, and customer service skills. If this sounds like a fit for your expertise, start your application today! Compensation: $100,000 - $150,000 commission based Responsibilities: • Design customized financial plans suitable for each client based on potential life changes and changing financial needs, • Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations, • Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor, • Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives, • Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products Qualifications: • Excellent math skills, relationship skills, communication skills, and customer service skills are crucial, • Previous success in financial services as a financial planner, personal financial advisor, financial analyst, or financial consultant is needed, • Knowledge of the financial industry, financial products, best practices, and tax regulations is desired, • Requires a Bachelor’s degree in finance, business administration, or related field, • Current professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, is required About Company We are committed to the field force. You will have the guidance, support, and resources you need to serve clients. Our agents are leaders in the industry. New York Life has been built on a strong foundation since 1875.

Job Description About Us We are a leading provider of highly versioned, digitally printed, and data-driven direct mail solutions. Our team leverages cutting-edge technology to deliver personalized campaigns that drive results for our clients. We are looking for a detail-oriented and strategic liaison to join our team. Position Summary The Account Director (AD) serves as the strategic and executional leader for assigned accounts, responsible for overall retention, growth, and alignment of the agency's efforts with client business goals. The AD oversees and helps support the development and execution of comprehensive marketing campaigns, while fostering senior-level client relationships. As a trusted partner, the AD consistently seeks new opportunities for growth, ensuring the agency delivers high-value, creative solutions that exceed client expectations. The role involves cross-departmental collaboration, leading internal teams, while helping the account team meet client deliverables. Account Directors are business unit leaders, with ultimate responsibility for the success of an account. Key Responsibilities All lawful directives of your supervisor or a member of Company management. · Serving as the primary relationship manager for senior client stakeholders, providing strategic guidance, proactive communication, and ensuring the successful execution of marketing campaigns. · Leading the development of marketing strategies and plans, aligning them with client business objectives using data-driven insights and market expertise to drive growth. · Developing creative briefs and direct creative groups in producing marketing materials that meet client goals and expectations. · Provide executional support to the account team by mentoring the current staff or acting as a backup to managing the day-to-day deliverables. · Review results to determine the recommended marketing plans for continued optimization. · Leading client meetings, creative reviews, results read-outs and QBRs. · Managing the financial health of accounts by overseeing budgets, forecasting, and ensuring accounts remain in good standing per the agreed upon billing terms. · Identifying opportunities for organic growth by recommending new programs and services, while proactively addressing client needs with innovative marketing solutions. · Fostering the professional development of team members through mentoring, performance feedback, and providing clear career growth paths. · Participating in the recruitment and evaluation of new talent, contributing to the hiring process by reviewing resumes, conducting interviews, and providing feedback. · Maintaining a pulse on internal workflows and processes to ensure the smooth execution of projects and the alignment of resources with team capabilities. Qualifications & Skills • Bachelor's degree in Marketing, Business, Communications, or a related field (or equivalent experience)., • 7+ years of account management experience within a direct mail, print, marketing services, or advertising agency., • Strong knowledge of: Direct mail production, Commercial printing, USPS regulations and postal optimization, Variable data printing (VDP) and Data-driven marketing, • Experience managing large enterprise accounts., • Strong financial acumen, including budgeting and pricing., • Travel to meet with clients in person as needed., • Excellent presentation and communication skills., • Ability to manage multiple high-priority projects simultaneously. This job description is subject to change from time to time at the Company’s discretion. As a marketing agency, there are times when client deadlines dictate additional work hours. Our employees are expected to be available beyond standard work hours when necessary. We’d love to hear your story and learn how your talents and experiences will enhance our team. You can find out more about us at wilengroup.com. This is a full-time position. We are an equal opportunity employer and a drug-free workplace. E-Verify. Wilen offers a variety of benefits to eligible employees, including health insurance coverage (Medical, HSA, Dental, Vision), paid holiday, paid time off (PTO), 401(k), and many others. \nCompany Description Wilen is driven by industry-leading agency services and cutting-edge direct mail production. We provide strategic direct marketing solutions for national brands, leveraging innovative variable data technology, to turn concepts into finished digital and physical products, all in one seamless process. Wilen is driven by industry-leading agency services and cutting-edge direct mail production. We provide strategic direct marketing solutions for national brands, leveraging innovative variable data technology, to turn concepts into finished digital and physical products, all in one seamless process.

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. We are looking for leadership-oriented managers hoping to advance their careers toward becoming partners in our general office. New York Life Insurance Company is currently recruiting participants for its Fast Track Management Program. You will start as a financial professional who works hand-in-hand with clients to build your experience as you move through the program’s requirements. When you have met all of the parameters, you’ll transition into management as an associate partner. Expand your career by applying for the Fast Track Partner program today! Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele. New York Life provides the resources and ongoing support you would expect from a Fortune 100 company. About New York Life: New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019. Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V 1 - Full-time agents and their dependents are immediately eligible for medical, dental, vision, long-term disability, and group term life insurance. New York Life reserves the right to amend or terminate any benefit plans, in whole or in part, at any time. 2 - Source: Individual Third Party Ratings Reports as 7/30/18. 3 - MDRT (Million Dollar Round Table) is recognized throughout the industry as the standard of excellence in life insurance sales performance. SOURCE: MDRT as of 7/1/2019 4 - Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” Fortune magazine, 6/1/19. For methodology, please see http://fortune.com/fortune500/ Compensation: $60,000 - $100,000 yearly Responsibilities: • Gain hands-on experience as a financial professional helping clients develop a long-term strategy to achieve their financial goals, • Select, hire, and grow your financial professionals team as an associate partner, • Determine financial solutions for clients within a breadth of relevant products and services such as life insurance, fixed and variable annuities, mutual funds, and more, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Complete the program requirements and join the management team as an associate partner Qualifications: • Must have financial services industry and/or insurance industry experience, • Highly motivated and goal-oriented professional looking for a challenging yet rewarding occupation, • Working knowledge of cultural markets is helpful, • Experience working in sales is required, • Multilingual professionals with Spanish, Portuguese, or other language proficiency is a bonus About Company As a mutual company, New York is accountable only to our policyholders. That means we are fully aligned with the interests of clients, not with outside investors or Wall Street. Our focus is on delivering value to clients. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients. Employment and benefits are provided through NextSource, an approved New York Life vendor. New York Life Insurance Company is not the hiring entity. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender

Job DescriptionAbout Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long-term impact and trusted client relationships. www.wealthbridgefg.com Position Overview We are seeking motivated, entrepreneurial individuals to join our growing team as Financial Professionals. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative network. Key Responsibilities • Develop and maintain long-term client relationships through a client-first, consultative approach, • Analyze clients’ financial goals and design personalized strategies (retirement, investment, insurance, estate planning), • Provide education and guidance to help clients make informed financial decisions, • Collaborate with internal specialists, CPAs, and other professionals to deliver holistic solutions, • Build and grow your own book of business through networking, referrals, and marketing initiatives, • Stay current on financial markets, products, and planning strategies Requirements Ideal Candidate • Entrepreneurial mindset with strong interpersonal and communication skills, • Desire to build a client-focused business and long-term career, • Self-motivated, disciplined, and goal-oriented, • Interest in financial services, wealth management, or business development, • Prior experience in sales, finance, or client service is a plus (not required) Who You’ll Work With You’ll serve a diverse client base including: • Individuals and families, • Business owners, • Institutions and organizations Why Join WealthBridge? • Be part of a firm focused on people, impact, and outcomes, • Build a career with uncapped growth potential, • Work in a supportive environment that values collaboration and innovation, • Help clients navigate complex financial decisions with confidence Benefits What sets us apart from other firms? • Access to a collaborative network of experienced professionals and mentors, • Advanced planning resources, digital marketing support, and business development tools, • Flexible career path with entrepreneurial growth opportunities, • Ongoing training, licensing support, and professional development, • Technology platforms and tools to help streamline client engagement and planning, • A culture focused on integrity, innovation, and long-term client success

Job DescriptionBenefits: • Paid time off, • Profit sharing, • Training & development, • 401(k) matching, • Bonus based on performance ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Brian Gill - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: • Consult customers with financial planning and investment options., • Assist customers with portfolio management and asset allocation., • Conduct financial reviews and recommend appropriate products., • Maintain compliance with financial regulations.QUALIFICATIONS:, • 3+ years of experience in financial services., • Analytical and communication skills., • Series 6, 63 and 65 required

Licensed Healthcare Insurance Agent – Remote USA Your potential has a place here with TTEC’s award-winning employment experience. As a Licensed Healthcare Insurance Agent working remotely, you’ll be a part of bringing humanity to business. #experienceTTEC Our TTEC Remote CX team has 47 preferred residency states. We are currently not hiring from the following geographies: AK, CA, HI, Washington D.C or outside of the United States. Our employees have spoken. Our purpose, team, and company culture are amazing and our Great Place to Work® certification in the United States says it all! What You’ll be Doing You’ll be using the knowledge that you bring to the role by helping others and giving them peace of mind. Whether it's getting answers for customers quickly, consulting on health-related products with compassion or resolving their issues with a smile, you’ll be the difference between their customer experience being just average or an exceptional one. As a Licensed Healthcare Insurance Agent, on a typical day, you’ll • Assist individuals in understanding their coverages and selecting the right products, services and best solutions to meet their personal health and financial needs, • Be providing full lifecycle customer service and sales where you could accept inbound or might be calling out to provide follow up, • Respond to customer inquiries with compassion and active listening and select the best solution in an efficient manner, • Identify additional needs customers may have and help them to upgrade products or services, • Complete the sale or renewal of a health plan that best suits the customer's needs - Sales conversions are expected. What You Bring to the Role • Current Health insurance license in your state of residence, • High speed internet (>25 mbps download and 10 mbps upload), • Minimum six (6) months sales experience, • Integrity to follow HIPAA guidelines on maintaining patient privacy (just as you would expect if it were your private information being shared), • Strong customer service orientation (empathy, compassion and listening skills), • High school diploma or equivalent, • Strong computer navigation skills and experience, as this role is 100% remote What You Can Expect • Supportive of your career and professional development, • An inclusive culture and community minded organization where giving back is encouraged A global team of curious lifelong learners guided by our company values • Continuing education paid by TTEC, • TTEC offers full-time regular positions. After July 15th, this position pays a guaranteed hourly rate of $21/hour with a performance-based bonus where most earn $22/hour and top performers $26/hour, • And we have a healthy benefits package based on your position that could include PTO, tuition reimbursement, health and wellness incentives. Visit https://www.ttecjobs.com/en/us-employee-benefits for more information. A Bit More About Your Role We’re committed to helping you build the skills and confidence to succeed, from day one and throughout your career. Your training experience includes engaging, instructor led online sessions that use both webcam video and audio, so you can connect visually with trainers, leaders, and fellow teammates. Webcam participation is expected during all instructor led TTEC and client required training, either throughout the session or at designated times, and is encouraged during coaching sessions to support meaningful connection and collaboration. Along the way, you’ll also have access to individualized coaching and thousands of free courses to support your growth. And while skills can be learned, your caring, supportive nature is what truly sets you apart. At TTEC, you’re part of one dynamic, global family that’s here to support you every step of the way. You'll report to a Team Lead. We are regularly hiring for this role. You'll contribute to the success of the customer experience and the overall success of the team. About TTEC TTEC is a global consulting, technology, and managed services company that helps brands deliver smarter, more human customer experiences through data, AI, and technology. Our work connects people and brands every day—and it starts with the talent behind the experience. TTEC is proud to be an equal opportunity employer where all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. TTEC embraces and is committed to building a diverse and inclusive workforce that respects and empowers the cultures and perspectives within our global teams. We aim to reflect the communities we serve, by not only delivering amazing service and technology, but also humanity. We make it a point to make sure all our employees feel valued, belonging, and comfortable being their authentic selves at work. As a global company, we know diversity is our strength because it enables us to view things from different vantage points and for you to bring value to the table in your own unique way. Job :Sales / Business Development