Trabajos field sales representative en NY - Page 7

Job Description Join MetzWood Insurance, an established insurance agency located in Chatham, New York. We are seeking a motivated and experienced Insurance Sales Representative to join our dynamic team. As an Insurance Sales Representative, you will be responsible for building and maintaining relationships with clients, identifying their insurance needs, and providing effective insurance solutions. This is an excellent opportunity to work in a fast-paced environment and make a significant impact on our clients' lives. At MetzWood Insurance, we value professionalism, integrity, and exceptional customer service. If you are a self-driven individual who enjoys helping others and has a passion for sales, we would love to hear from you. Benefits Annual Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Flexible Schedule Health Insurance Life Insurance Disability Insurance Career Growth Opportunities Retirement Plan Responsibilities • Prospect and identify potential clients through various channels, including cold calling, networking, and referrals, • Educate clients on different insurance options, understand their unique needs, and advise them on suitable coverage options, policies, and packages tailored to their requirements, • Generate and follow up on leads to meet consistently meet or exceed sales targets, as well as other performance metrics such as sales revenue, conversion rates, and policy renewals, • Build and maintain relationships with clients to ensure customer satisfaction and loyalty, • Collaborate with cross-functional teams, including underwriters, claims processors, and customer support, to provide a seamless customer experience and expediate policy issuance and claims processes, • High school diploma or equivalent; Bachelors Degree in Business, Finance, or related field a plus, • Proven experience of achieving and exceeding sales targets in a competitive environment, • Excellent communication and interpersonal skills, • Strong analytical and problem-solving skills, • Ability to work independently with a high degree of self-motivation, as well as thrive in a collaborative team environment, • Proficiency in using CRM software, • Prior experience in the insurance industry, particularly in sales or customer experience, a plus

Job Description Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES • Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services., • Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads, • Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate., • Required expertise on all products and services offered by HFCU, • Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general., • Cash handling and processing transactions., • Organize priorities, achieve monthly goals, and deliver quality work, • Ability to function as Teller or Financial Service Representative to support branch needs, • Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you., • Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements., • Participate in organizational team projects, representing Retail in a professional and competent manner., • Mentor new hires Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee’s leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: • Previous call center experience a plus., • Active listening and effective communication., • Problem-solving abilities and technical support skills., • HFCU product knowledge., • Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development., • Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. • Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals., • Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization., • Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner., • Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members., • Ability to project a professional appearance and positive attitude at all times., • Effectively communicate with team members and peers to develop a network of support and collaboration., • Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members.Company DescriptionTeam 360 Staffing is a full-service staffing agency dedicated to connecting skilled professionals with high-quality employers across the telecommunications, construction, utilities, and general labor industries. We specialize in placing dependable, hard-working individuals in field and technical roles that offer long-term career opportunities and growth potential.Team 360 Staffing is a full-service staffing agency dedicated to connecting skilled professionals with high-quality employers across the telecommunications, construction, utilities, and general labor industries. We specialize in placing dependable, hard-working individuals in field and technical roles that offer long-term career opportunities and growth potential.

Job DescriptionBenefits: • 401(k), • Paid time off If you are energetic, goal-oriented, and sales-minded, we are excited to harness your talents in this rewarding opportunity to build your career. RESPONSIBILITIES: • Manage client insurance accounts and update information., • Assist clients with policy changes and renewals., • Provide information on insurance products and services., • Process insurance claims and follow up with clients.QUALIFICATIONS:, • Strong organizational skills and attention to detail., • Excellent customer service and communication skills., • Previous experience in insurance or a related field preferred.

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $50,000 Responsibilities: • Serve as an attentive listener when communicating with new and potential clients in order to accurately identify their unique needs prior to pursuing specific insurance sales, • Offer personal attention when pursuing new clients through various marketing strategies to grow your existing portfolio of policyholders, • Tailor risk management strategies and client profiles to reflect each customer’s individual needs, • Keep an accurate log of sales databases, client reports, bookkeeping records, and more to share progress toward goals with key stakeholders, • Commit to remaining educated about the various types of insurance, insurance-related protocols, and policy changes to ensure fulfillment of program requirements and ensure our customers are satisfiedQualifications:, • Strong analytical, communication, and interpersonal skills required; customer service experience is a plus, • Candidates must have some computer experience, including the ability to effectively use Microsoft Office programs, • Ability to learn and understand state and federal regulations that affect insurance sales, insurance clients, and the insurance industry as a whole, • Bachelor’s degree preferred; high school diploma mandatory, • Basic understanding of sales lead or accounting software is helpfulAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025 We can only consider applicants authorized to work in the United States.

Job Description Joining Henley & Partners As the leading global citizenship and residency advisory firm, we specialize in helping our clients navigate the complex landscape of investment migration and citizenship planning. Why choose Henley & Partners? Here's what sets us apart: • Global Impact: Join a company that makes a tangible difference in people's lives. Our work enables individuals and families to broaden their horizons, access new opportunities, and secure a brighter future through alternative citizenship and residency options., • Cutting-Edge Expertise: Be part of a team of industry pioneers and experts who are at the forefront of the investment migration field. We provide innovative solutions and leverage our extensive network of international partners to deliver exceptional service to our clients., • Dynamic and Diverse Culture: Immerse yourself in a truly global environment. With more than 40 offices spanning across continents, we foster a multicultural and inclusive workplace where ideas are valued, collaboration thrives, and personal growth is encouraged., • Continuous Learning: We believe in investing in our employees' professional development. At Henley & Partners, you'll have access to ongoing learning opportunities, training programs, and industry conferences that will enhance your skills and expand your knowledge., • Impactful Projects: Join us in working on high-profile projects that shape the future of investment migration. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry. As a Client Advisor you’ll be an ambassador for H&P by establishing and strengthening relationships with intermediary and direct clients. Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. Responsibilities: • Raise awareness about H&P's services and solutions by proactively reaching out to potential clients and intermediary partners., • Conduct research and prepare impactful meetings with potential introducers, intermediary partners, and client prospects/leads., • Provide expert advice on residency & citizenship planning to help clients achieve their objectives., • Qualify prospects and perform initial due-diligence checks to assess suitability and mitigate operational risks., • Collaborate with Relationship Managers (RMs) to deliver a world-class client experience throughout the sales journey., • Achieve a high success rate in converting sales leads into H&P clients., • Meet and exceed annual sales targets for assigned jurisdictions., • Actively expand the existing contact database to identify new opportunities for value creation., • Maintain a high level of industry and program knowledge to engage in meaningful conversations with prospects., • Keep detailed and effective notes on prospect and customer interactions using our CRM system., • Undergraduate degree in business, economics, marketing, or related disciplines., • Masters or advanced degree are considered an advantage., • +3 years of customer-facing sales experience in investment, insurance, real state, private banking, or wealth management., • Knowledge and experience with HNWIs is highly appreciated., • Strong international networks for business development., • Multilingual and territorial-specific experience considered an advantage., • Exceptional communication skills to engage with industry stakeholders., • Collaborative approach to build positive relationships and influence others., • Excellent negotiation and persuasion skills, including tact and diplomacy., • Strong research and strategic analysis skills, with proficiency in Microsoft Office and CRM systems., • Base salary of USD 80-100K per year depending on experience;, • Performance-based commission structure;, • Comprehensive health, dental, and vision insurance;, • 15 days of PTO; If you are seeking a challenging yet rewarding opportunity where your ideas can make a real impact, we invite you to apply today. At Henley & Partners, we are committed to creating a diverse and inclusive workplace that values and respects all individuals. We welcome applicants from all backgrounds and identities and encourage candidates who bring a unique perspective to apply. We believe that our differences make us stronger and that diversity is essential to our success. We strive to create a culture where everyone feels included, heard, and valued, regardless of their race, ethnicity, gender, sexual orientation, age, religion, ability, or any other characteristic. We value your privacy and are committed to protecting your personal information. By applying to this vacancy, you confirm that you have read, understood, and agree to abide by our privacy policies. For more details about our Privacy Policy please visit: Powered by JazzHR KTevuBLm2N

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 career?, • Do you have an MBA or other equivalent degree?, • If so, the Accelerated Path to Management Program may be right for you. In the Accelerated Path to Management Program, you’ll start off as a financial professional, learning how to sell our products, build client relationships, and meet specific requirements 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 Phase 1: Firsthand experience as a financial professional You’ll learn firsthand about a financial professional’s role and day-to-day work by working as a financial professional during the first year of your career journey with New York Life. We will provide you with extensive 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 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. You will be required to hold securities licenses and FINRA registrations and affiliate with NYLIFE Securities as a registered representative before you can offer investment products. Phase 2: Your transition to Associate Partner After meeting specific requirements during the first 12 months as a financial professional, you will enter a specialized six-month Associate Partner training program.1 We’ll help you to lead and build your team of financial professionals. Throughout your career journey with New York Life, you’ll continue to have opportunities to grow and be promoted to increasingly senior levels of management. How we will compensate you When you begin with New York Life as a financial professional, your income will be commission-based. For more information about commission-based income and benefits for financial professionals, please follow this link: If you meet the requirements and approvals to become an Associate Partner, you will receive a salary. The salary range for an Associate Partner is $60,000–$150,000 (in California and Washington, the minimum salary is $66,560 and $67,725, respectively), plus you will be eligible for certain bonuses and other incentives based on the performance of agents in your unit, including additional compensation related to the agents you recruit and develop (“R&Ds”). R&Ds are additional compensation that is designed to increase your income and to reimburse you for any reasonable and necessary expenses we do not otherwise reimburse. You will also be eligible for medical, dental, and vision benefits, life, long-term disability, and accidental death and dismemberment coverages, a pension plan, and a 401(k) savings plan. New York Life will value and reward your hard work and success. You’ll have significant income potential over time because our field managers’ compensation is directly aligned with their recruiting performance and the production level of their team of financial professionals. The average income among our 568 recruiters at all levels in 2023 was $280,000. About New York Life • New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 175 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to our policyholders, not to Wall Street or outside investors. We are focused on long-term success for clients., • To prepare for the future, we are constantly innovating and looking ahead to find more ways to increase value for clients., • Awards & Accolades We’re proud of our financial strength, • A++ Superior (A.M. Best), • AAA Exceptionally Strong (Fitch), • Aaa Exceptional (Moody’s), • AA+ Very Strong (Standard & Poor’s) We’re proud of the training we offer, • Chief Learning Officer: 2023 CLO Learning Elite Gold award. We’re proud the be recognized by organizations that also value diversity, • Seramount: 2023 Best Companies for Multicultural Women, • Human Rights Campaign: 2023/2024 Corporate Equality Index, • Forbes 2023: America’s Best Employers for Diversity. We’re proud of the help we’ve provided and continue to provide to clients, • 5.3 million lives protected (includes all owners of individual life insurance and annuity policies), • $5 billion in living benefits awarded (includes life and annuity cash value accumulation and qualifying policy dividends paid. Dividends are not guaranteed.), • $937 million lifetime annuity income paid (includes all payouts on individual income annuity products), • Over $1.2 trillion of life insurance protection in force (includes term, whole, and universal life) Martin (Junyang) Zhao Associate Partner New York Life Insurance Company 516-666-3937 285 Fulton St (One World Trade Center) 39th FL, New York, NY 10007 New York Life Insurance Company 51 Madison Avenue New York, NY 10010 AR10901.052024 SMRU5058493 (Exp.06.30.2025) Compensation: $120,000 Responsibilities: • Develop a personalized, long-term strategy and gain hands-on experience while assisting clients in identifying and achieving their financial goals, • Present potential solutions using a comprehensive array of our financial products and services, including life insurance, fixed and variable annuities, and mutual funds, • Participate in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager, • Become an associate partner on the management team after successfully completing all program requirements, • Recruit and develop your own team of financial professionals as an Associate Partner Qualifications:, • Some sales experience needed, • Goal-oriented, highly motivated, and seeking a rewarding and challenging career, • Bilingual in Spanish, Portuguese, or another language is a plus, • Working knowledge of cultural markets is helpful, • Requires strong self-discipline, a business mindset, and excellent time management skills.About Company New York Life offers a comprehensive suite of insurance and financial solutions designed to help individuals, families, and businesses build a secure future. As the largest mutual life insurance company in the U.S., our focus is on long-term value, not shareholder returns. We provide life insurance, retirement income, investment strategies, and estate planning tailored to each client’s needs. Our financial professionals take a relationship-based approach, delivering trusted guidance rooted in integrity and care. With over 175 years of financial strength and stability, New York Life is committed to helping clients protect what matters most, plan for the future, and leave a meaningful legacy.

Job Description Turn ambition into action. Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. No Finance Experience? No problem! • Over 90% of our top advisors come from careers like Real Estate, Accounting, Education, and other industries outside of finance., • If you've built success in your current field and are ready for a new challenge, we'll provide the training, resources, and mentorship to help you thrive in financial services. What we offer: • Enjoy the freedom to build your own career in a hybrid role - work remotely while benefiting from in-person trainings, team collaboration, and ongoing support from a Forbes Best Insurance Company., • Comprehensive benefits package, including health, dental, and vision insurance. 401(k) plan and group life insurance., • Training allowance and performance-based incentives., • Company-sponsored professional development opportunities., • Unlimited potential for advancement: We are looking for driven professionals ready to elevate their careers and step into leadership over time. Why join Eastern Advisory Group? • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025, • Mission Driven - "Do good. Be good. Make good." Our work environment requires occasional in-office presence, so candidates must be local to our office located at 410 Motor Parkway, 2nd Floor, Hauppauge NY, 11788. We can only consider applicants authorized to work in the United States. Compensation: $50,000 Responsibilities: • Remain updated on insurance industry changes and protocols to fulfill all policy requirements and monitor insurance claims from start to finish, • Work with policyholders to develop and deliver risk management strategies that fit their individual profiles, • Spend time listening to new and potential clients, assess their priorities and finances, and determine suitable insurance plan options that successfully meet their individual insurance needs, • Ensure bookkeeping systems, sales databases, and customer records are maintained to report progress toward monthly initiatives to stakeholders, • Maintain and grow existing portfolios by developing and implementing effective and attentive sales strategies that cultivate long-term customer loyaltyQualifications:, • Working knowledge of the insurance industry, insurance products risk management profiles, and related state and federal regulations, • High school diploma required; bachelor’s degree preferred, • Excellent communication, customer service, analytical, and interpersonal skills are necessary, • Some computer skills with ability to use Microsoft Office is required, • Must be willing to obtain insurance and securities license in New York StateAbout Company, • With a strong partner with over 175 Years of stability. A legacy of helping families and businesses since 1848., • Fortune 500 Company - Backed by the strength and support of a nationally recognized company., • Forbes America's Best Insurance Companies Permanent Life 2025 We can only consider applicants authorized to work in the United States.