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Client advisor jobs in Plainview, New YorkCreate job alerts

  • Automotive service advisor
    Automotive service advisor
    2 days ago
    $50000–$90000 yearly
    Full-time
    Mineola

    Job Summary Join our dynamic automotive team as a dedicated Service Advisor, where your enthusiasm for cars and exceptional customer service skills will drive customer satisfaction and business success. In this energetic role, you will serve as the vital link between our valued clients and our skilled technicians, ensuring a seamless experience from vehicle drop-off to pickup. Your mechanical knowledge and sales acumen will help customers understand their vehicle’s needs while maximizing service opportunities. This position offers an exciting chance to grow within a fast-paced, customer-focused environment that values your automotive expertise and proactive approach. Duties • Greet customers warmly, listen attentively to their vehicle concerns, and accurately record service requests., • Provide detailed explanations of necessary repairs and maintenance services, utilizing estimating software and auto service management tools., • Upsell additional services such as oil changes, tire rotations, brake repairs, alignments, suspension work, and transmission diagnostics to enhance customer satisfaction and dealership revenue., • Prepare clear, detailed service estimates using computer-aided vehicle damage estimating systems and communicate these effectively to clients., • Coordinate with technicians to prioritize repairs, monitor progress, and ensure timely completion of all services., • Manage cash handling procedures accurately while processing payments and issuing receipts., • Maintain ongoing client communication throughout the service process, ensuring transparency and building trust., • Document all work performed in the dealership’s service writing system and follow up with customers post-service for feedback or additional needs. Skills • Proven experience as an automotive service advisor or in auto service management within a repair shop environment., • Strong mechanical knowledge with hands-on experience as a mechanic or service technician preferred., • Proficiency with estimating software, auto estimating tools., • Excellent customer service skills with the ability to communicate complex technical information clearly and professionally., • Ability to upsell services confidently while maintaining integrity and customer trust., • Knowledge of automotive diagnostics, collision repair processes, oil change procedures, brake repair, wheel alignments, suspension systems, shocks & struts, brake systems, transmissions, tire services, and other automotive repair specialties., • Experience with auto service writing software and familiarity with dealership operations is highly desirable., • Strong organizational skills with attention to detail in documentation and client communication., • Valid driver’s license with a clean driving record; ability to drive various vehicles safely. Join us in delivering exceptional automotive care by combining your technical expertise with outstanding customer engagement!

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  • Senior Sales Executive
    Senior Sales Executive
    6 hours ago
    $68000–$156000 yearly
    Full-time
    Melville

    New York Life Are you looking for a career where you can build your own practice while making a meaningful difference in the lives of individuals, families, and businesses? New York Life is seeking motivated professionals who are interested in developing a career in financial services. As a Financial Professional, you will work with clients to understand their financial goals and help provide insurance and financial solutions designed to protect what matters most to them. What You'll Do • Build relationships with individuals, families, and business owners, • Identify clients' financial needs and goals, • Provide insurance-based protection and retirement solutions, • Develop and grow your own client base, • Participate in ongoing professional training and development, • Work toward applicable licenses and professional credentials, • Build long-term relationships with clients and your community Training & Development New York Life provides access to extensive training, mentoring, and professional-development resources. Financial Professionals can receive instructor-led and self-guided training, on-the-job development, mentoring, and opportunities to pursue professional designations. Career Growth This opportunity can provide multiple career paths. As you develop your practice and meet applicable requirements, opportunities may include pursuing the credentials necessary to become a Financial Advisor or exploring a path into field management. We're Looking for People Who Are • Entrepreneurial and self-motivated, • Comfortable building relationships and meeting new people, • Goal-oriented and coachable, • Interested in helping individuals, families, and businesses, • Able to communicate professionally and build trust, • Motivated by both personal achievement and helping others succeed Previous financial-services experience is not necessarily what defines success in this career. Candidates from sales, business development, education, management, hospitality, athletics, military service, and other relationship-driven backgrounds may have transferable skills. Take the Next Step If you're interested in building a career where your success is connected to the relationships you build, the clients you serve, and the business you develop, we'd like to hear from you. Apply today to learn more about becoming a Financial Professional with New York Life. New York Life is an Equal Opportunity Employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

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  • Outbound Sales Advisor
    Outbound Sales Advisor
    6 hours ago
    $68000–$156000 yearly
    Full-time
    Melville

    Job description Are you looking for a job where you can use your experience to propel your career into management? At New York Life, we will invest in you from the start to help you learn and grow as a financial professional first. We’ll train you in valuable skills, such as marketing, business development, and customer relationship management, and provide you with the tools you need to further your career. Then we’ll train you and provide you with access to the tools you need for a career in management. What we’re looking for We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses—motivated people who can answer yes to ONE of the following questions: Do you have sales or managerial experience in another industry? Have you previously run your own business? Do you have an MBA or other equivalent degree? In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, building client relationships, and meeting specific requirements1 before transitioning into a management role. You’ll then undergo a six-month intensive training program designed to prime you for success as a manager. You will use that experience to understand how to recruit and coach others to success. What we offer Your first year- You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional for the first year of your career journey with New York Life. We will provide you with complete training, access to digital tools, and a comprehensive product suite. Training and resources You will receive top-notch training that will give you an understanding and appreciation for the strength and value of New York Life. Beyond this training and support, New York Life will provide access to the resources you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Product Solutions You will learn about our robust products and services that can help clients achieve their financial goals. Together with its subsidiaries, New York Life provides a range of competitive insurance and financial products, including life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency. Job Type: Permanent Benefits: 401(k) Dental insurance Flexible schedule Health insurance Paid time off Tuition reimbursement Vision insurance Supplemental Pay: Bonus opportunities Commission pay

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