Financial services industry jobs in New York, NYCreate job alerts
- Fundela
Sales Representative10 days agoFull-timeManhattan, New YorkFundela is more than just a financial service company. We are a bridge that connects businesses with the financing they need to expand and prosper. We are based in the heart of Wall Street and specialize in connecting business to top-tier business loans. From SBA Loans to Lines of Credit and Equipment Financing to Merchant Cash Advances - we offer it all. Join us, at the heart of Wall Street, to help business owners across America access the capital they need while furthering and enhancing your own career prospects. Job Overview We are looking for motivated, high-energy sales representatives who are ready to maximize their earning potential. This role is purely Commission based. This is a great opportunity for extroverts who thrive in team-oriented, fast-paced environments. We will provide you with all the training and tools you need to succeed. And we are committed to your growth in the future, offering you opportunities to lead and build your own sales team. What you'll get: Generous Commissions and Uncapped Earning Potential: The sky is truly the limit here. To agents can earn up to $600,000/year. Competitive Incentives and Bonus Structure: We offer some of the most competitive revenue share splits in the industry a long with very enticing monthly and yearly bonus structures. Entrepreneurial Opportunities: You can grow and lead your team if you prove your leadership potential. This is how many of our top performers enhance their earnings potential while helping others grow. World-Class Training: Gain experience in the field and receive one-on-one guidance to become an expert. We are here to help you grow. You will receive as much one on one training as necessary to make sure you hit the ground running. If you are willing to put in the work, we are willing to put in the time to make sure that your efforts bear fruit. Your Responsibilities Develop and maintain relationships with new and existing clients in the B2B sector. Conduct market analysis to identify potential sales opportunities and trends. Prospect and reach out to potential clients via cold call, text or email. Utilize our CRM to manage customer accounts and track sales activities effectively. Provide technical sales support by understanding client requirements and offering appropriate software solutions. Collaborate with the marketing team to align sales strategies with promotional efforts. Execute territory sales plans to achieve individual and team sales goals. Deliver exceptional customer service by addressing client inquiries and resolving issues promptly. Prepare and present sales proposals tailored to meet client needs. Who we are looking for: Bachelor's Degree English Fluency along with strong verbal comprehension Extrovert and outgoing personality Excellent interpersonal skills Highly motivated and willing to commit to full-time work A sales background is an advantage, but it's not required. We value attitude and motivation, and are willing to teach the rest. Job Type: Full-time Pay: $60,000.00 - $360,000.00 per year Benefits: Professional development assistance Referral program Relocation assistance Compensation Package: Bonus opportunities Commission pay Monthly bonus Profit sharing Uncapped commission Schedule: 8 hour shift Monday to Friday Ability to Commute: New York, NY 10006 (Required) Ability to Relocate: New York, NY 10006: Relocate before starting work (Required) Work Location: In person
Easy apply - Ruiz Financial Solutions, Ltd Co.
Customer Service Representative (CSR)1 month ago$35 hourlyFull-timeManhattan, New YorkRuiz Financial Solutions is seeking a highly motivated and customer-oriented Customer Service Representative to join our dynamic team in the financial services industry. As a premier provider of financial solutions, we pride ourselves on our commitment to excellence and delivering top-notch services to our clients. In this role, you will serve as the first point of contact for our valued customers, addressing their inquiries and concerns with professionalism and efficiency. Your ability to understand customer needs and provide relevant solutions will play a critical role in enhancing customer satisfaction and loyalty. You will be responsible for managing various customer interactions, including phone calls, emails, and chat messages, ensuring timely and accurate responses. As part of a collaborative team, you will have the opportunity to develop your skills in the financial sector while contributing to the overall success of the company. We are looking for individuals who are not only passionate about helping others but also possess a strong desire to grow within a thriving organization. If you are ready to make a significant impact on our customers' experiences and support their financial goals, we encourage you to apply and join our mission to empower clients through exceptional service. Responsibilities Manage inbound and outbound customer communications via phone, email, and chat. Provide prompt and accurate information to clients regarding financial products and services. Assist customers with account inquiries, transaction issues, and service requests. Identify and escalate priority issues to the appropriate departments as necessary. Conduct follow-up calls to ensure customer satisfaction and resolution of issues. Maintain detailed records of customer interactions and transactions in our CRM system. Collaborate with team members to enhance customer service processes and improve efficiency.
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