Client advisor jobs in United States

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.

Sales agents initiate and nurture client relationships, promoting products or services to achieve sales targets. They identify prospects, conduct pitches, and negotiate contracts. With strong interpersonal skills, they provide tailored solutions, address client concerns, and maintain customer satisfaction. Through effective communication and strategic sales techniques, they drive business growth and revenue.

Overview: We are seeking a dynamic and driven Commission-Based Sales Associate to join our team at a prestigious luxury bespoke menswear tailor in the Upper East Side. As a key member of our team, you will play a vital role in representing our brand, delivering exceptional customer service, and driving sales to exceed targets. The ideal candidate will possess a passion for luxury menswear, impeccable attention to detail, and a strong sales background. Responsibilities: - Client Acquisition: Proactively seek out new clients through networking, referrals, and outreach efforts to expand our customer base. - Sales and Upselling: Utilize expert product knowledge to provide personalized recommendations and upsell additional products to meet and exceed sales targets. - Atelier Maintenance: Maintain the cleanliness and organization of the Upper East Side Atelier to create a welcoming and luxurious environment for clients. - Customer Service: Greet clients warmly, attend to their needs, and provide an exceptional level of service throughout their visit to the atelier. - Communication: Answer phone calls and respond to emails promptly and professionally, addressing inquiries, scheduling appointments, and providing product information. - Order Processing: Efficiently process orders, including accurately recording client preferences, sizes, and specifications to ensure seamless execution of bespoke garments. - Client Fittings: Take precise measurements and assist clients during fittings to ensure the perfect fit and satisfaction with their bespoke garments. Qualifications: - Previous experience in luxury retail sales, preferably in menswear or fashion. - Proven track record of meeting or exceeding sales targets in a commission-based environment. - Exceptional interpersonal skills with the ability to build rapport and establish long-term client relationships. - Detail-oriented with a keen eye for style and craftsmanship. - Strong organizational skills and the ability to multitask in a fast-paced environment. - Proficient in basic computer skills, including email communication and order processing systems. - Availability to work flexible hours, including weekends, to accommodate client appointments and events. Benefits: - Competitive commission structure with the potential for high earnings based on performance. - Opportunity to work with a prestigious luxury brand in a sophisticated and upscale environment. - Ongoing training and development opportunities to enhance product knowledge and sales skills. - Employee discounts on bespoke menswear and accessories. - Collaborative team environment with opportunities for growth and advancement within the company.

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

Thanks for stopping by. We are Ofosu Curoz, the worlds fastest growing cleaning service. Currently we are looking for Quality Consultants or Customer advisors to speak with our clients pre-cleaning and post cleaning. This would mean that we are looking for highly motivated and highly driven individuals to speak with customers at their residences about the cleaning service they have ordered. Job duties: 1. Developing and implementing quality assurance policies and procedures 2. Conducting audits and inspections 3. Identifying areas for improvement 4. Providing training to staff 5. Collaborating with various teams to resolve quality-related issues Part time / Full time/ Per Diem

As a Sales Representative at Optifino, you will be at the forefront of our mission, working directly with clients to help them make more money, save more money, and retire early. This role involves strategic outreach through high-volume outbound calls, aiming to enhance our client’s financial well-being. You'll receive the world's best training and tools necessary to thrive in this dynamic environment. Responsibilities Educate potential clients on the value of Optifino’s platform through a high volume of outbound sales calls. Master our products and tailor solutions to client needs, overcoming objections and converting leads into long-term clients. Manage a diverse client pipeline via our CRM system, from initial contact to deal closure. Commit to a consistent schedule to maximize client engagement and sales opportunities. Achieve and exceed monthly sales goals by embracing our comprehensive training and support structures.

Position: Outside Sales Manager Location: Brooklyn, NY Reports to: VP of Sales & Marketing Hours: Full-time, 40 hours per week (some evenings/weekends) Exempt About Brooklyn SolarWorks Brooklyn SolarWorks was founded in 2015 with a purpose and mission to make “solar” appealing, easy, and available for all Brooklyn’s urban homeowners. To meet the challenges of installing solar on NYC rooftops, BSW has pioneered a one-of-a kind solar canopy design and developed unique installation methods. We are committed to building a diverse, sustainably minded, and ever-growing team to best serve our customers and clean energy overall. Our company motto is "Make Sun Fun". Why Brooklyn SolarWorks We are committed to building a diverse, sustainably minded, comfortable and ever-growing team that allows us to deliver a high degree of customer satisfaction and provide them with clean energy solutions. We believe and advocate for work life balance and growing at a manageable pace. Our staff and our customers are who we are, and here, their voice truly matters. To get a sense of our culture and environment check out our social media channels: IG, TikTok and FB: brooklynsolarworks, Twitter: bksolarworks. Company Values: Inquisitive, Committed, Adaptable, and Passionate. 2023 Employee Satisfaction Survey - 96% of respondents reported having autonomy and independence in the day to day of my job. - 100% of respondents reported the company considers my concerns, thoughts and beliefs when decision making. - 100% of respondents reported their supervisor treats everyone respectfully and fairly. - 96% of respondents reported the company is committed to improving the diversity of employees. - 93% of respondents reported they are satisfied with the employee benefits and perks provided to me. About the Position Brooklyn SolarWorks is seeking an Outside Sales Manager to bring our dynamic Sales team to the next level. As the Outside Sales Manager, you will not only carry out the duties of a solar consultant but will also lead a team of consultants and oversee the support and services provided to clients. Your duties will include developing strategic plans, team coaching, setting expectations and ensuring all consultants are meeting (and exceeding) monthly sales targets. Responsibilities: - Signing up new clients for solar installation - Preparing and reviewing designs for the customer’s solar installation. - Providing customers with quotes and explaining the applicable incentives available - Guiding customers through loan applications - Generating leads Managerial Responsibilities: - Drive Sales Team to exceed their quota monthly - Reach and exceed team monthly/quarterly/annual goals - Aid in the recruitment, hiring, and training of staff. - Analyze data and market trends to identify areas/opportunities for improvement and create value propositions. - Work with cross functional teams (Marketing, Inside Sales, and Design) to drive successful day to day operations. - Supervise direct reports; serve as a leader and mentor, in their professional development and goals. - Coordinate with VP of Sales & Marketing on team growth and strategy development. - Carry out additional duties as assigned by the VP of Sales & Marketing. Required Skill Set - At least (3) three years of prior sales consultant/direct sales experience. - Valid CLEAN Driver’s license is required. - Managerial experience is required. - Bi-lingual (spanish) is preferred. - In-depth knowledge of solar equipment and installations. - Excellent interpersonal skills and friendly disposition. - Ability to relate technical information in easy-to-understand terms. - Ability to travel and work irregular hours. - Strong Relation-building skills. - Strong Problem-Solving and Decision-Making skills. - Strong Attention to Detail. - Strong technical & computer skills. - A passion for Brooklyn SolarWork’s mission and clean energy overall. Benefits/Compensation: - $75,000-$80,000 base + commissions & bonuses; 140k expected OTE - (Free options are available) Medical, Vision, Dental and Life Insurance - 401k (Traditional & Roth) retirement plan + 4% tiered company matching. - Transportation perks/benefits - Paid Time Off + Sick Days - 11 Company Holidays - Quarterly Profit-sharing Bonus - Free Employee Assistance Program - Monthly Commuter Travel Benefits - Occasional Company provided snacks and lunches - Additional Voluntary Benefits. .. i.e. HSA, FSA, Pet insurance, STD, LTD etc… How to Apply: Interested applicants must provide a resume to be considered. Candidates may apply through our website. Brooklyn SolarWorks equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship, immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Interview Stages: Candidate Applies- Resume is Reviewed- Interview Request- Interview Conducted(max 3)- Hire is made. Remote Status Travel % Hybrid model possible post probation 50%

We are seeking an Energy Sales Representative to join our team! You will go door to door and offer solutions to drive company revenue. Responsibilities: Present and sell company products and services to new and existing customers Prospect and contact potential customers Reach agreed upon weekly sales targets Resolve customer inquiries and complaints Set follow-up appointments to keep customers aware of latest developments Create sales material to present to customers ​Qualifications: Previous experience in sales, customer service, or other related fields Familiarity with CRM platforms Ability to build rapport with clients Strong negotiation skills Deadline and detail-oriented THIS IS A 1099 position. You get paid for how hard you work. The pay is weekly.

As a personalized travel consultant, the role entails: . Client Consultation: Engage with clients to understand their travel preferences, interests, and budgetary constraints through detailed consultations. . Destination Research: Conduct thorough research on various destinations, including local attractions, accommodations, dining options, transportation, and cultural experiences. Customized Itinerary Creation: Design personalized travel itineraries tailored to each client's specific interests, preferences, and requirements, ensuring a unique and unforgettable experience. . Booking Management: Handle all aspects of booking, including flights, accommodations, tours, activities, and transportation, ensuring seamless coordination and logistical arrangements. . Budget Management: Assist clients in optimizing their travel budget by offering cost-effective solutions and value-added services without compromising on quality or experiences. . Customer Support: Offer ongoing support and assistance to clients before, during, and after their travels, addressing any concerns, queries, or emergencies that may arise. . Relationship Building: Foster strong relationships with clients by providing exceptional service, personalized attention, and building trust and loyalty for repeat business and referrals.

Full job description Real Estate Agents WANTED!! EARNING AT LEAST $150k + (Jamaica, Queens NY) Supreme Power Homes Supreme Power Homes is seeking individuals who are looking for a career with a 6-figure potential. We are looking for hungry, motivated individuals who are not afraid of the phone. - We have HOT LEADS + - WE OWN AN INVENTORY OF RENOVATED HOMES. Must have the ability to learn quick and be a problem solver with exceptional time and lead management skills. Job requirements and responsibilities: - Written and verbal communication skills - Time and lead management - Ability to multi-task and learn. - Handle client support via email, text and calls - Decision making skills - Must have Real Estate License We make the real estate business EASY! We provide you with all the necessary tools, materials and quality leads needed to ensure your success!! It just doesn't get any easier! Additional Responsibilities: · Actively listen to clients to determine their precise wants, needs, budgets and geographic limitations. · Guide clients through the real estate journey. · Be a client’s trusted advisor regarding mortgage options and help them fill out the requisite paperwork to expedite the home buying process. · Attend closing dates and provide support for clients. Job Type: Full-time Benefits: - Flexible schedule - Professional development assistance Experience level: No experience needed. Schedule: - Monday to Friday - Weekends as needed. - Ability to commute/relocate: Jamaica, NY 11435: Reliably commute or planning to relocate before starting work (Required) License/Certification: Real Estate License (Preferred) Work Location: In person Flexible schedule Professional development assistance Experience level: No experience needed Schedule: Monday to Friday Weekends as needed License/Certification: Real Estate License (Preferred) Work Location: In person

Full Job Description About us Our team of seasoned professionals offers a comprehensive range of services, including market analysis, property valuation, investment strategies, and risk assessment.. Our work environment includes: Modern office setting Food provided Growth opportunities Job Title: Real Estate Agent Company: Investors Club Advisors Location: Brooklyn, New York Job Type: Full-time/Part-Time, Commission-based About Us: Investors Club Advisors is a dynamic and innovative real estate firm committed to delivering exceptional service to our clients. With a focus on integrity, professionalism, and client satisfaction, we strive to exceed expectations in every transaction. Join our team and be part of a company that values collaboration, growth, and success. Job Description: As a Real Estate Agent you will play a crucial role in assisting clients with buying, selling, and renting properties. Your responsibilities will include: Conducting market research to identify potential properties for clients Listing and advertising properties for sale or rent Guiding clients through the entire real estate transaction process Building and maintaining relationships with clients Negotiating and closing deals to achieve mutually satisfactory outcomes Qualifications: Valid real estate license in NY Proven track record of successful real estate transactions Excellent communication and negotiation skills Strong understanding of local real estate market trends Ability to work independently and as part of a team Compensation: This is a commission-based position with unlimited earning potential. Your income will be directly tied to your performance and successful real estate transactions. We offer a competitive commission structure, and our top-performing agents enjoy lucrative rewards. Benefits: Flexible work schedule Access to advanced training and professional development Supportive and collaborative team environment Job Types: Full-time, Part-time Pay: $50,000.00 - $150,000.00 per year Expected hours: 40 per week Benefits: Flexible schedule Experience level: No experience needed Schedule: Monday to Friday Weekends as needed Work Location: In person