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Financial consultant jobs in United States

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  • Senior Sales Executive
    Senior Sales Executive
    39 minutes 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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  • Professional Sales Representative
    Professional Sales Representative
    21 hours ago
    $2000–$5000 monthly
    Full-time
    Freeport

    Job description Job Overview 1099 Independent Contractor | Commission Only | Uncapped Earnings Kingdom Design House is expanding its B2B sales network and is looking for self-motivated sales professionals who want to earn commission selling technology services businesses actually need, including Health Care, Automotive, Real-Estate, Manufacturing, and Financial markets. We provide three primary service categories: Web Development & Digital Solutions Custom websites, redesigns, e-commerce, landing pages, website maintenance, SEO-focused development, and digital business solutions. AI Solutions & Automation AI-powered customer engagement, lead automation, workflow automation, voice AI, CRM integrations, business process automation, and custom AI solutions. Networking & IT Solutions Business networking, technology infrastructure, IT support, system setup, consulting, connectivity, and related technical services. Our primary target market includes small and midsize businesses throughout Long Island, Nassau County, Suffolk County, Queens, Brooklyn, Manhattan, the Bronx, Staten Island, Yonkers, and Westchester County, with the ability to pursue qualified businesses outside New York as well. The Opportunity This role is designed for independent sales professionals who want the freedom to build their own pipeline and earn based directly on results. You may generate business through methods such as: • B2B cold calling, • Email outreach, • LinkedIn prospecting, • Networking and referrals, • Local business outreach, • Door-to-door B2B prospecting, • Existing professional relationships, • Independent lead generation Kingdom Design House may also make prospect lists, CRM resources, marketing material, service information, and sales collateral available to support your efforts. There are no required working hours. Contractors determine when, where, and how they prospect, subject to professional conduct, applicable laws, approved pricing, and Kingdom Design House brand standards. Commission Structure This is a 1099 independent contractor, commission-only opportunity. There is: • No base salary., • No hourly wage., • No guaranteed commission., • No guaranteed number of leads or sales., • No employee benefits. Compensation is earned from qualifying customer revenue generated by the contractor. Level 1 – Sales Representative 15% of qualifying collected project revenue. Applies to the contractor's first three successfully closed and paid client accounts. Example: $5,000 collected project revenue 15% commission = $750 Level 2 – Sales Producer 17.5% of qualifying collected project revenue after three successfully closed and paid client accounts. Example: $6,300 collected project revenue 17.5% commission = $1,102.50 Level 3 – Senior Sales Producer 20% of qualifying collected project revenue after nine successfully closed and paid client accounts. Example: $9,200 collected project revenue 20% commission = $1,840 Higher commission levels apply to qualifying future sales after the threshold has been reached unless otherwise agreed in writing. Recurring Revenue Opportunity For eligible recurring service plans originated by the contractor: 5% residual commission for the first six collected monthly payments. Example: $500 monthly service agreement 5% = $25 per month Six months = $150 additional commission Customer Financing Kingdom Design House may offer customers installment or financing arrangements. Commission is paid based upon revenue actually collected, rather than the entire contract amount being paid to the contractor upfront. Example: • Customer contract: $6,000, • Customer pays: $1,000 per month for six months, • Contractor commission: 15%, • Contractor receives:, • $150 after each qualifying $1,000 payment is collected., • Total commission if all six payments are collected: $900 The same principle applies to 50/50 payment arrangements. Who We're Looking For This opportunity may fit: Experienced B2B sales professionals, independent sales consultants, business development representatives, account executives, entrepreneurs, or self-directed individuals who want to develop real-world technology sales experience. Experience selling technology, marketing, SaaS, web services, AI, IT, telecommunications, professional services, or B2B solutions is valuable but not mandatory. Successful representatives should be comfortable communicating with owners, executives, practice administrators, operations managers, marketing directors, IT managers, and other business decision-makers. What Success Looks Like • You identify businesses with a legitimate need., • You start the conversation., • You uncover the business problem., • You position the appropriate Kingdom Design House solution., • You coordinate with Kingdom Design House on pricing and technical scope when necessary., • You help move the prospect toward a signed agreement., • When Kingdom Design House collects qualifying revenue, you earn your percentage. Contractor Relationship • This is an independent contractor opportunity and not an offer of traditional employment., • Contractors are responsible for their own taxes, expenses, equipment, insurance, transportation, prospecting methods, and business activities., • Contractors may provide services to other businesses and are not required to work exclusively for Kingdom Design House. Kingdom Design House Web Development | AI Solutions | Networking & IT

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  • Outbound Sales Advisor
    Outbound Sales Advisor
    40 minutes 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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  • Sales Associate
    Sales Associate
    7 days ago
    $21 hourly
    Full-time
    Manhattan, New York

    We are seeking a Sales Associate with a background in menswear and personalized selling, including custom, bespoke, or MTM experience. In this role, you will actively engage customers, identify their needs, and deliver tailored retail solutions. Your sales acumen and client-focused approach will play a critical role in driving revenue, enhancing the customer experience, and building lasting relationships. Responsibilities Greet customers warmly, assess their needs, and recommend appropriate retail products, financial services, and tailored menswear solutions. Deliver personalized styling guidance, including custom, bespoke, or MTM menswear consultations. Process sales transactions accurately using credit card processing systems Provide outstanding customer service by addressing questions, resolving issues, and offering knowledgeable product and service guidance. Educate clients on fit, fabric, and construction details to guide informed purchasing decisions Build and maintain strong client relationships through clienteling, follow-ups, and styling recommendations. Skills & Qualifications MUST have prior sales experience in luxury retail, menswear, or consignment. MUST be knowledgable of bespoke and made-to-measure (MTM) menswear, including fit and fabrics. Strong clienteling skills and ability to deliver a personalized customer experience. Eye for quality, garment condition, and brand/value recognition. Proficiency with POS systems and transaction accuracy. Excellent communication and attention to detail. Organized, adaptable, and comfortable in a fast-paced environment. Pay: $21.00 per hour Work Location: In person

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  • Customer Service Agent
    Customer Service Agent
    14 days ago
    $45000–$60000 yearly
    Full-time
    Long Beach

    Law Firm Customer Service and Phone Specialist Salary: starting at $45,000–$60,000 position has growth potential Location: Oceanside, NY Job Type: Full-Time, On-Site About Us: We are a growing law practice dedicated to defending businesses against merchant cash advance companies and related financial disputes. We provide strategic legal guidance, negotiation, and defense while focusing on clear communication and strong client advocacy. About the Role: The Customer Service and Phone Specialist will be responsible for speaking with prospective clients, explaining our services, and guiding them through the intake and consultation process. Day-to-day responsibilities include handling inbound and outbound calls, qualifying leads, following up with prospective clients, maintaining accurate records, and helping turn inquiries into clients. You will work closely with attorneys and support staff to ensure a smooth transition from the initial call to legal representation. The role also includes meeting performance goals, participating in ongoing training, and helping improve processes that enhance the client experience and support company growth. Growth Opportunity: There is significant room for growth within the company. As the firm continues to grow, strong performers will have opportunities to take on additional responsibilities, develop their skills, and advance into leadership and management roles. Career advancement also comes with increased financial benefits, including opportunities for higher compensation and greater earning potential as your responsibilities, performance, and contributions to the company grow. Qualifications: -Excellent communication skills – Able to speak and write clearly and professionally. -Customer service experience – Comfortable answering questions, handling concerns, and working with clients. -Sales experience – Able to qualify leads, follow up with prospects, and turn leads into clients. -Training or mentoring experience – Willing to learn quickly and support other team members. -Goal-oriented – Comfortable working toward sales goals and performance targets. -Professional experience – Experience in a legal, financial, or professional services environment is a plus. -Computer skills – Comfortable using CRM systems, email, spreadsheets, and basic office software. -Organized and dependable – Able to manage multiple tasks, maintain confidentiality, and work well in a fast-paced environment. -On-site availability – Must be able to work on-site in Oceanside, NY. -Education – High school diploma or equivalent required. Additional education in business, communications, or a related field is a plus.

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    No experience
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  • Full Stack Developer
    Full Stack Developer
    2 months ago
    $80000–$150000 yearly
    Full-time
    Canarsie, Brooklyn

    At Luminas Advisors, we are dedicated to helping businesses, organizations, and leaders navigate complex growth challenges and achieve operational excellence. We specialize in providing tailored consulting, financial insights, management solutions, and data-driven strategies to drive sustainable growth. We are seeking a talented and versatile Full Stack Developer to join our engineering team and help build scalable, modern digital solutions. Position Summary: As a Full Stack Developer, you will play a critical role in designing, building, and maintaining our web applications and technical platforms. You will work across the entire software development lifecycle, building intuitive user interfaces, developing robust server-side architecture, and optimizing data pipelines to support key business operations. Key Responsibilities: • Design, develop, and deploy scalable, high-performance web applications using modern front-end and back-end frameworks (e.g., React, Node.js, Python, or Java)., • Build, maintain, and secure RESTful APIs, GraphQL endpoints, and microservices to facilitate seamless integration between front-end interfaces and back-end systems., • Architect, manage, and optimize database schemas and queries for both relational (e.g., PostgreSQL, MySQL) and non-relational (e.g., MongoDB) databases., • Collaborate closely with UI/UX designers, product managers, and cross-functional teams to translate business requirements into intuitive user experiences and technical specifications., • Conduct code reviews, implement unit and integration testing, and ensure high code quality, security, and performance standards across the stack., • Monitor application performance, troubleshoot production issues, and continuously optimize user experience and platform reliability., • Maintain comprehensive technical documentation and enforce standard continuous integration and deployment (CI/CD) pipelines. Qualifications & Requirements: • Bachelor’s degree in Computer Science, Software Engineering, or a related technical field, or equivalent practical experience., • Proven experience as a Full Stack Developer or Software Engineer working across web technologies., • Proficient in front-end fundamentals: HTML5, CSS3, JavaScript (ES6+), and TypeScript, alongside modern frameworks like React, Angular, or Vue.js., • Strong back-end development skills using Node.js, Express, Python (Django/Flask), or Java (Spring Boot)., • Hands-on experience with database design, indexing, and query optimization in PostgreSQL, MySQL, or MongoDB., • Familiarity with cloud environments (AWS, Azure, or GCP), Docker containerization, and CI/CD tools., • Experience with Git version control systems and agile software development workflows., • Excellent problem-solving abilities, high attention to detail, and effective communication skills.

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    No experience
    Easy apply
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