Financial representative jobs in Oceanside, New York - Page 2Create job alerts

Job Description Entry Level Insurance Sales Pay: $45,000 - $75,000 Includes: Base + Commission + Retirement Plan + Licensing Support + Bonuses + Advancement Opportunities Amy Karol - State Farm Agency, located in Franklin Square, NY has an immediate opening for a full-time Sales Representative. Insurance experience is not required as we will train the right person.If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential! Please submit your resume and we will follow up with the next steps.Responsibilities include, but not limited to: • Develop insurance quotes, makes sales presentations, and close sales., • Establish client relationships and follow up with clients, as needed., • Develop ongoing networking relationships., • Provide prompt, accurate, and friendly client support., • Maintain a strong work ethic with a total commitment to success each and every day., • Develop new Financial Service opportunities with both existing and new clients., • Provide excellent Customer Service daily.Benefits:, • Base pay plus a competitive commission program., • Great bonus/commission potential, • Retirement Plan, • Licensing Support, • Paid time off - for personal time and holidays., • Advancement Opportunities Requirements:, • Property & Casualty license (must be able to obtain)., • Life & Health license (must be able to obtain)., • Enthusiasm and belief about the role insurance and financial products play in people’s lives., • Excellent communication skills: written, verbal and listening., • Must be awesome at opening doors and getting appointments from a cold start. #SMA

Job Description We are a mission-driven nonprofit dedicated to helping seniors and individuals with disabilities maintain consistent access to vital public benefitsmost notably Medicaid home- and community-based serviceswhile preserving their financial independence, dignity, and overall quality of life. Navigating Medicaid eligibility, particularly income limits, can be overwhelming and often forces individuals into difficult financial decisions that impact their ability to remain at home. Our Pooled Income Trust services are designed to provide a practical, compliant solution to this challenge. By allowing eligible individuals to shelter excess income, we help them avoid unnecessary spend-down requirements and continue affording essential living expensesincluding housing, utilities, and home care costswithout jeopardizing their Medicaid eligibility. Beyond the technical solution, our work has a direct and meaningful impact: enabling individuals to age in place, maintain stability, and access the care they need in a familiar environment. We collaborate closely with a wide network of professionals, including elder law attorneys, geriatric care managers, social workers, discharge planners, home health agencies, and organizations supporting individuals with disabilities. Through these partnerships, we provide clear guidance, tailored support, and fully compliant solutions that make a tangible difference in the lives of vulnerable populations and the professionals who serve them. We are seeking a full-time Marketing / Sales Representative to drive the continued expansion of our referral network for Pooled Income Trust services. This is a highly field-based, relationship-driven role suited for someone who thrives in a fast-paced, independent environment and enjoys being out in the field building connections. This is a true road warrior position, where the majority of your time will be spent traveling and conducting in-person outreach across key regions including Long Island, all five boroughs of New York City, Westchester, and Rockland County. Success in this role comes from consistently being in front of peoplemeeting new referral sources, strengthening existing relationships, and becoming a trusted, go-to resource within the professional community. You will play a critical role in representing the organization externally, introducing new partners to our services, and helping them understand how we support their clients and patients. The ideal candidate is proactive, personable, and energized by face-to-face interaction, with a strong ability to build trust quickly and maintain long-term professional relationships. This role is open to candidates from a wide range of backgroundsno prior experience in home care, Medicaid, or Pooled Income Trusts is required. We are looking for someone who is motivated, personable, and eager to build relationships in a face-to-face environment. If you have experience in healthcare, home care, or related fields, that is a strong plus, but not required. Key Responsibilities • Serve as the primary outreach and relationship manager for referral partners, including attorneys, social workers, care managers, and community organizations, • Conduct frequent in-person visits, presentations, and follow-ups with prospective and existing partners, • Build and maintain a pipeline through research, cold outreach, and networking, • Learn and confidently explain our services and their benefits to referral sources, • Attend networking events, conferences, and community meetings, • Track outreach activity and referrals, and coordinate with internal teams, • Represent the organization professionally with a client-first mindset Qualifications, • No prior industry experience required, • Background in sales, marketing, outreach, or client-facing roles is a plus, • Strong communication and interpersonal skills, • Comfortable learning and explaining new concepts, • Self-motivated, organized, and able to work independently in a field-based role, • Willingness to travel extensively within the assigned regions, • Valid driver's license and reliable transportation Compensation, • Base salary: $90,000 annually, • Commission structure tied to referral performance, • Full-time role with strong growth potential and the opportunity to make a meaningful impact in the lives of seniors and individuals with disabilities

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Enthusiastic about

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. This person work

Member Service Representative / Personal Banker. Discounts on Employee Loans to help you create financial success. Engage with members to obtain information and explain available services to meet their financial needs.

Telephone Member Service Representative. Discounts on Employee Loans to help you create financial success. College degree or minimum two years relevant experience in the financial industry or in a customer service Call Center environment.

Our Financial Representatives and College Financial Representatives are valued partners and proud business owners. Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide exper

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Our Financial Representatives and Colle

Experienced Medical Receptionist - Front Desk, Mineola, Long Island.For Premier Private Ophthalmology Office in Mineola, Long Island (11501), adjacent to Long Island Railroad, Mineola Station and NYU Winthrop University Hospital with affiliated practice in the NYC, East Village (close to Stuyvesant

Sales Representative - Freight Forwarding (New York, NY) Are you a driven logistics sales professional with a strong network and a passion for growing business? A boutique, fast-growing freight forwarding company in New York is seeking a Sales Representative to expand our customer base, develop stra

Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives. Basic understanding of the role of a financial advisor or financial consultant, as well inter

Slice Merchant Services is seeking driven, ambitious outside sales professionals to join our most aggressive and lucrative Sales Representative Program ever offered. As an Outside Sales representative with Slice Merchant Services, you will present our most popular and cutting-edge Dual Pricing Progr

Home Depot - - Responsibilities: Process Checkout and/or Return transactions; Monitor and maintain the Self-Checkout area; Provide product knowledge to customers and identify selling opportunities; Expedite price checks and approve Point of Sale transactions and markdowns; Assist in supervision, co

Walmart - 2465 Hempstead Tpke - [Retail Associate / Team Member / up to $26-hr] - As a Cashier at Walmart, you'll: Smile, greet, and thank customers with a positive attitude; Stand for long periods of time while checking out customers quickly and accurately; Keep your area clean and presentable; Ans

Flex Time Dental Sales - Pharmaceutical Sales.We are currently recruiting an experienced Dental or Pharmaceutical Sales person to fill a flex time (16 days/month) position.The ideal candidate will hold a Bachelor's degree from an accredited college or university in a Sales related field or be a lice

Price Chopper - - Responsibilities: Greet guests and provide friendly, helpful service; Bag groceries and assist with loading carts and carry-outs; Perform price checks and ensure guest orders are filled accurately; Maintain neat and clean work area and stock Front End supplies; Communicate new pol

Ulta Beauty - - Responsibilities: Manage guest transactions and cashwrap standards; Train new cashiers and cross-train associates; Drive loyalty and sales through guest experience; Pair guests with associates for makeup applications and demonstrations; Maintain cashwrap displays and store cleanline

Ace Hardware - - Responsibilities: Greet and assist customers; Help customers find everything needed for their project in one trip; Maintain a fast-paced, high-energy environment; Stand on feet for 6 to 8 hours; Lift up to 50 pounds.

Marshalls - 1304 Hicksville Rd Holiday Pk Sh, Massapequa, NY 11758, United States of America [Retail Cashier / Team Member] As a Cashier at Marshalls, you'll: Role model established customer experience practices with internal and external customers; Support and embody a positive store culture throug

Ace Hardware - - Responsibilities: Process cash register transactions and balance drawer.Greet customers and provide courteous customer service.Maintain front-end appearance and stock impulse items.Assist with pricing, stocking, marking and bagging merchandise.Participate in store meetings and supp

Avolta - - Responsibilities: Operates a cash register and receives payment from customers in cash or credit card; Accurately counts and provides change to customers as required; Maintains a solid knowledge of products and services available in unit; Cleans and stocks work area; Assists in locating,

Ace Hardware - - Responsibilities: Welcome and assist customers; Help customers find everything they need for their project in one trip; Work in a fast-paced and high-energy environment; Be on your feet for 6 to 8 hours per shift; Lift up to 50 pounds.

Responsibilities: Process member orders and collect payment; Provide high level member service; Perform cleanup; Set up department; Close tasks as necessary.

Steve Madden - - Responsibilities: Provide outstanding customer service at the point of sale and maintain product knowledge; Greet and acknowledge every customer and address concerns at POS; Complete sales transactions accurately and maintain cash accountability; Assist in store operations includin

ALDI - 280 Peninsula Boulevard - Responsibilities: Provide friendly, efficient checkout service as a cashier; Maintain shelves and displays in merchandising standards; Assist store management in achieving operational efficiency goals; Assist in maintaining a safe working environment and identify haz

We offer our sales representatives a lucrative compensation plan including base salary, uncapped commissions, and amazing benefits - not to mention, the opportunity to work with a passionate team of people who make a direct impact on the communities where we live and work. The direct sales represent