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Financial consultant jobs in New York, New YorkCreate job alerts

  • Dental Office Manager / Receptionist
    Dental Office Manager / Receptionist
    3 days ago
    Part-time
    Bayside, Queens

    Dental Office Manager – Bay Boulevard Dental Bay Boulevard Dental is looking for an experienced, organized, and patient-focused Dental Office Manager to lead our front office operations and help create an exceptional patient experience. We are seeking a motivated professional with strong leadership skills, excellent communication, and hands-on knowledge of dental office systems, scheduling, insurance, and team management. Responsibilities: Oversee daily front office and administrative operations Manage patient scheduling and appointment flow Verify insurance benefits and support treatment presentation Supervise front desk team and coordinate staff performance Handle patient financial arrangements and collections Ensure smooth communication between doctors, clinical team, and patients Monitor office goals, KPIs, and production reports Maintain HIPAA compliance and office policies Support hiring, training, and team development Resolve patient concerns professionally and efficiently Qualifications: Previous experience as a Dental Office Manager required Strong knowledge of dental insurance and treatment coordination Experience with Dentrix, Eaglesoft, Open Dental, or similar software Excellent leadership and organizational skills Strong financial coordination and collections background Professional, positive, and patient-centered attitude Ability to multitask in a fast-paced environment What We Offer: Competitive salary Bonus opportunities Supportive team environment Growth opportunities Paid time off Employee dental benefits If you are a strong leader who loves creating systems, building teams, and delivering excellent patient care, we would love to hear from you.

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  • Business Development Manager
    Business Development Manager
    7 days ago
    Part-time
    Hackensack River Waterfront, Jersey City

    Location: Remote / US-based About Us: We are a boutique fractional CFO and outsourced finance firm helping small and medium-sized businesses optimize their financial strategy, reporting, and operations. Our clients benefit from high-level CFO expertise without the full-time cost. Role Overview: We are looking for a motivated Business Development Manager to drive client acquisition on a 100% commission basis. You will be responsible for generating leads, building relationships, and closing new clients. This is a high-reward role for someone with a proven track record in B2B services sales. Key Responsibilities: • Identify and qualify prospective clients (small and medium-sized businesses) that could benefit from fractional CFO services., • Reach decision-makers (CEOs, CFOs, business owners) via cold calls, email outreach, LinkedIn, and referrals., • Present the value of our services and close deals independently., • Maintain a pipeline of leads and track activity using CRM tools., • Provide insights from the market to help refine our offerings. Requirements: • Proven B2B sales experience, ideally in professional services, consulting, or finance., • Comfortable with high-value deals and long sales cycles., • Excellent communication and presentation skills., • Self-motivated, results-driven, and able to work independently., • Familiarity with CRM tools (HubSpot, Salesforce, etc.) is a plus. Compensation: • 100% commission-based. Earn a flat fee equivalent to one month’s service fee per client upon closing., • Potential for repeat commission or bonus for clients retained beyond the initial engagement., • Flexible schedule – you control your pipeline and earning potential. Why Join Us: • Work remotely with a flexible schedule., • High earning potential with no salary cap., • Represent a trusted, high-value service that makes a tangible difference for business owners.

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  • Sales Consultant
    Sales Consultant
    13 days ago
    $18–$21 hourly
    Full-time
    Flushing, Queens

    Pay: $60,000.00 - $85,000.00 per year Job description: About Eazzy Consulting LLC Eazzy Consulting LLC is a growing business financial consulting firm helping small and mid-sized business owners access working capital solutions nationwide. We work with banks, non-bank lenders, and private capital providers to structure customized funding solutions for business expansion, cash flow stabilization, and growth. We are strategic financial consultants dedicated to helping entrepreneurs stabilize operations and grow sustainably. We are expanding our in-office sales team and hiring Business Financial Consultants immediately. What You Will Do Make outbound calls to business owners Follow up on inbound/outbound leads Identify cash flow challenges Set appointments and collect documents Present funding solutions Maintain CRM records Work closely with funding team to close deals This is a high-activity sales role. Minimum expectation: 100 calls per day. Performance Expectations 2,000+ outbound calls per month 3–5 appointments per day 2+ funded deals per month after ramp-up We provide training — but work ethic is required. Qualifications ✔ Bilingual Mandarin or Cantonese required ✔ Strong communication skills ✔ Comfortable speaking on the phone daily ✔ Organized and disciplined ✔ Sales experience preferred (finance experience a plus) ✔ Must work in-office in Flushing Recent graduates with strong work ethic welcome to apply. Ideal Candidate Competitive Coachable Results-driven Comfortable speaking with business owners Comfortable with structured KPI environment Looking to build long-term career in business finance Bilingual in Mandarin or Cantonese (Required) Strong communication and phone skills Based near Flushing, NY (In-office role) Growth Opportunities Top performers may advance to: Senior Consultant Team Leader Sales Manager What Success Looks Like In your first year, you will: Learn small business funding products Develop strong objection-handling skills Build a referral network Close consistent deals Increase your bonus income High performers may grow into senior or leadership roles. How to Apply Qualified candidates will be contacted for a phone screening followed by in-office interview. Hiring Process Step 1: Resume Submission Step 2: Phone Screening Step 3: In-Person Interview (Flushing Office) Step 4: Offer & Onboarding Visa Sponsorship OPT/CPT available for eligible candidates. H1-B sponsorship may be considered based on performance and company needs. Job Type: Full-time Benefits: Employee assistance program Employee discount Financial planning services Paid training Professional development assistance Referral program Application Question(s): Are you fluent in Mandarin or Cantonese? Are you comfortable making 100+ outbound calls per day? Are you willing to work in-office in Flushing, NY? Do you have prior sales experience? What motivates you more: base salary or performance bonus? Are you able to Start the job right away? Work Location: In person

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  • Field Sales Representative (Fulfilling Career)
    Field Sales Representative (Fulfilling Career)
    27 days ago
    $4000 monthly
    Full-time
    Manhattan, New York

    ~~~THIS JOB IS A SALARY POSITON +COMMISSION~~~ If you are in love with the restaurant/bar industry but are tired of the stress, working long hours on nights/weekends/holidays, missing time with friends and family and tired of being on your feet - this really is the perfect opportunity. We are a leading finance and technology provider of Point of Sales systems (POS) & Payments. We provide a revolutionary and disruptive POS technology - which has resulted in successfully serving tens of thousands of businesses across the nation. As part of our new initiative we are revamping our New York sales force and looking for candidates with prior restaurant experience. We are looking for candidates with at least 1+ years in restaurant/bars. Restaurant Management/ Restaurant Consultant experience is a plus. Working Knowledge Needed: Front & Back of the House Backoffice Reporting - Financial Overview, Labor, Food/Bev, Server, P-Mix Reports and Mgmt. General Knowledge of Technology Professional Telephone Etiquette Mindset: Must be looking for a Career, not a job. Must be highly motivated, success driven and dedicated. Team Player with a Growth Mindset Ability to relate Restaurant Knowledge & Experiences to POS Client Requirement: 1 year outside sales experience 1 year experience working in a restaurant Compensation: Large Upfront Commissions Bonus Structure Salary: $4,000/mo Commission : • The maximum profitability bonus is $3,000 in commission per merchant location., • 10 month payout and includes a $1,500 up-front payment., • This depends on the accounts profitability. Benefits: • Profit Sharing, • Travel reimbursement Schedule: Monday-Friday Supplemental pay types: • Bonus opportunities, • Commission pay, • Signing bonus

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  • Sales Consultant
    Sales Consultant
    2 months ago
    $40000–$75000 yearly
    Full-time
    Forest Hill, Newark

    We are seeking a highly motivated and customer-focused Sales Consultant to join our team at Greg Daniels - State Farm Insurance Agent. In this role, you will play a crucial part in helping individuals and families protect what matters most to them by providing personalized insurance solutions. Key Responsibilities: • Develop leads, schedule appointments, identify customer needs, and market appropriate State Farm products and services., • Establish customer relationships and follow up with customers in a timely manner., • Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, billing clarification, and claims submissions., • Work with the agent to establish and meet marketing goals., • Maintain a strong work ethic with a total commitment to success each and every day. Qualifications: • Proven experience in a sales or customer service environment is highly preferred., • Excellent communication and interpersonal skills., • Ability to multi-task, organize, and prioritize., • Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams., • Must be willing to obtain necessary state insurance licenses. Join our team and build a rewarding career with opportunities for professional growth and competitive compensation, including commission potential, in a supportive agency environment.

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