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OtherFinancial professional jobs in Plainview, NYCreate job alerts
- New York Life Insurance Company
Financial Services Representative1 month ago$60000–$150000 yearlyFull-timeUniondaleFinancial Professional Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If the answer is yes, consider becoming a financial services professional to drive positive impact in the lives of families every day. At New York Life, you’re in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable , customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success 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. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients.
No experienceEasy apply - A & M Financial Services, LLC
Sales Assistant2 months agoFull-timeWestburyJoin Our Team: Sales Assistant for Financial Advisor at A & M Financial Services LLC A & M Financial Services LLC is seeking a motivated and detail-oriented Financial Advisor Assistant to join our investment firm and support our continued growth. In this role, you’ll work alongside a seasoned Financial Advisor to help clients achieve their financial goals while gaining valuable experience in the financial services industry. This position is ideal for someone looking to launch or grow a career in finance. You’ll have the opportunity to develop key skills, make meaningful contributions to client success, and be part of a supportive and professional team environment. Key Responsibilities: - Support Financial Advisors with daily operations, including scheduling, document preparation for client meetings, and providing exceptional customer service. - Communicate with clients both in-person and over the phone, assisting with the preparation and processing of new and existing account paperwork. - Handle sensitive and confidential information with discretion and professionalism. - Oversee various administrative functions, including managing office supplies, mail, and general office organization. - Utilize multiple computer systems in a paper-intensive setting and assist with additional tasks as needed. Qualifications and Skills: - High school diploma or higher. - Series 6,7 or 11 completed - Highly detail-oriented with the ability to thrive in a fast-paced environment. - Strong multitasking and time-management skills. - Proficient in Microsoft Office (Word, Excel), CRM platforms, and other relevant software tools. - Strong interpersonal and communication skills with a customer-first mindset.
No experienceEasy apply - Mason Technologies Inc.
Enterprise Account Executive2 months ago$90000–$120000 yearlyFull-timeDeer ParkSince 2002, Mason Technologies has been a leader in technology integration, proudly certified as a Woman-owned Business Enterprise (WBE) both in NYC and nationally. With headquarters and a fully equipped warehouse in Deer Park, NY, an additional office in downtown NYC, and resources across the nation, we design, implement, and service innovative solutions in low-voltage structured cabling, audio visual systems, data centers, and unified security. We serve a variety of industries including healthcare, government, higher education, finance, and business (both big and small). We're always aiming to build lasting relationships based on trust, respect, and a shared vision for a better future. Our founder, Jennifer Mason, has cultivated a family-like environment that emphasizes deep care and commitment to our people and the clients and communities we serve, forming the foundation of everything we do. At Mason Technologies, diversity and inclusion drive our hiring, ensuring we bring together the most talented individuals regardless of race, age, religion, gender identification, or sexual orientation. If you want to have a career of unparalleled growth, a team with a family-strong bond, and an unmatched atmosphere of motivated and caring professionals, apply to Mason today! Let’s craft a future together that's built upon integrity, equality, professional pride, the authentic spirit of our family, and a commitment to making the world a better place. Our Comprehensive Employee Benefit and Perk Package: Medical, Dental, and Vision Coverage: We provide comprehensive healthcare benefits to keep you and your family healthy and secure. 401k with Matching: Plan for your future with our 401k program, featuring competitive company matching. Paid Time Off (Holiday/Vacation/Sick/Personal): Generous PTO to ensure a healthy work-life balance and time for relaxation and personal needs. Unlimited Growth Opportunities: We believe in fostering talent and providing opportunities for continuous professional growth. Family-Friendly Company Events & Outings: We host regular events and outings to foster a family-friendly atmosphere and build team camaraderie, like our Warehouse Jam Sessions and Holiday Parties! Bagel Thursdays & Tuesday Lunch Catering: Enjoy weekly treats with Bagel Thursdays and Tuesday Lunch catering at our offices! Caring Ownership: We believe in mutual dedication. If you're committed to Mason Technologies, we are equally committed to you. We prioritize the well-being of our employees and their families, ensuring a supportive and caring work environment. About the position: At Mason, we are not just looking for experienced candidates – we’re seeking visionaries, game-changers, and relationship builders who are ready to seize the BEST opportunity they will ever encounter. Ready to earn with no limits? Look no further than Mason! Mason wants you to make MILLIONS OF DOLLARS per year! There is no ceiling on your earning potential. Mason isn’t just about making money – it’s about building and maintaining strong relationships. We prioritize HONESTY and INTEGRITY above all else, ensuring our clients and partners know they can trust us every step of the way. As a proud Women’s Business Enterprise (WBE) and family business, Mason embodies professionalism, care, and dedication. Being a part of Mason is not for everyone – it’s for special people who understand the power of genuine connections. In the telecommunications industry, there’s no company quite like Mason. Our growing team has been given all the tools they need to make us one of the fastest growing and financially stable companies in the industry. Whether you’re a seasoned business development professional or someone new with a wealth of enterprise-level contacts, we want to hear from you! We have the ability to make your contacts more fulfilled than anyone else. Join our family today! “People do business with people they want to and make the numbers work!” – Jen Mason Qualifications: We're looking for candidates who bring existing, warm enterprise-level relationships to the table on day one—this is a must A solid background in business development is essential Experience in the Telecom or Low-Voltage sectors is highly preferred We are not seeking general contractor contacts. We are an end-user focused company, and expect direct relationships with decision-makers at enterprise organizations Proven ability to identify and act on profitable business opportunities within enterprise accounts Demonstrated experience in managing partnerships, cultivating prospects, and expanding client portfolios Strong skills in negotiating and closing high-value enterprise deals Exceptional communication and relationship-building skills A driven, proactive attitude and a genuine passion for exceeding targets and delivering results Base Salary Range: $90,000.00-$120,000.00 per year Commission: Uncapped commission structure with a very high OTE, percentage dependent on type of sale. Paid out quarterly. This is a qualified role, Mason will NOT train people for this position
Easy apply
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