Financial services representative jobs in New York, NYCreate job alerts

What is your five-year plan? How productive was your last five years? Conflicted with a desire to step out to fulfill your dreams of running your own practice but enjoy the security being part of a larger tried, tested and approved establishment? As a Financial Professional for New York Life, these two worlds seamlessly coexist, opening doors for the entrepreneurial to run your own practice while securely embedded with-in a Fortune 500company with 174 years of market experience. Join the teams of likeminded entrepreneurs. Exchange innovative solutions and ideas, access an expansive portfolio of powerful sales tools designed to multiply and broaden outreach to your client base, to help you grow your client base and help secure client satisfaction and customer’s loyalty. . Desired Skills and Experience · 4-year College Degree · Strong interpersonal skills, customer service focused, doesn’t sweat the “extra mile” · Articulate communicator both verbally and written · Prior sales and/or business experience preferred · High entrepreneurial focus, confident self-starter, innate problem solver, committed lifetime learner · Fully capable of working individually, highly adaptable to a team environment Training, Development & Benefits New York Life combines the latest in cutting edge blended training and development programs designed for a flexible schedule for this type of role, which can make a significant impact to the vision for your 5 career year plan. The NYL multifaceted system includes: · In conjunction with in office trainings, access to New York Life’s online learning portal which houses a comprehensive user-friendly learning experience accessible anytime, anywhere and from any device. Learn when and how you want! · We have Fast Track to Management opportunities for qualified professionals once established in the career. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients’ interests and priorities. New York Life has been around for over 178 years of industry success. We are a Fortune 100 company and are ranked No. 71 in 2023 on the Fortune 500. New York Life is the Largest Mutual Insurer in the U.S1 New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+) Source: Individual Third-Party Ratings Reports as of 2023. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations. 1 New York Life is the Largest Mutual Insurer in the U.S.: Based on revenue as reported by “Fortune 500 ranked within Industries, Insurance: Life, Health (Mutual),” New York Life Insurance Company is an equal opportunity employer M/ F/ Veteran/ Disability/ Sexual Orientation/ Gender Identity. Job Type: Full-time Pay: $85,000.00 - $105,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Life insurance Parental leave Retirement plan Vision insurance Compensation Package: Bonus opportunities Commission pay Ability to commute/relocate: Staten Island, NY 10314: Reliably commute or planning to relocate before starting work (Required) Experience: Customer service: 1 year (Preferred) Work Location: Hybrid remote in Staten Island, NY 10314

Primerica is a leading financial services company headquartered in Duluth, GA, operating throughout the U.S., Canada, and the territories of Puerto Rico and Guam, with more than 46 years of experience This is a part / full time on site role as a Financial Representative located in New York, NY. The Financial Representative will be responsible for providing financial planning services, insurance solutions, retirement planning advice, and investment guidance to clients on a daily basis.

We are looking for someone with STRONG communication skills, your daily responsibilities are speaking with current clients and potential clients. Phone based skills are a MUST. This role is 100% in person because we believe in the power of team work and collaboration. We are located in the heart of the Financial District in a state-of-an-art office space on Wall Steet. Must be able to start IMMEDIATELY. About us: Founded in 2011, American Merchant Capital is a private lending and technology company that provides small businesses access to capital and business technology solutions to other financial services providers. Our mission at American Capital Group is to help entrepreneurs and business owners in their time of need, so they can continue to grow their businesses and do what they love. We differentiate ourselves with our innovative solutions, the simplicity of our process, the speed to funding (most loans funded within 24 hours), and most importantly, with the level of care and compassion with which we treat our clients. We are a direct lender and have funded over $150 million to small businesses. We provide financing to retailers, restaurants, hotels, medical professionals, manufacturers, etc. Our creative financing solutions include merchant cash advance, secured and unsecured business loans, and asset-based loans. We are growing rapidly and are looking for smart, talented and dedicated professionals. About the Role: This role offers base and aggressive commission structures with no cap on payouts. First year expected total compensation above $100,000. This role will specialize in providing small businesses and merchants with full financial services including: Merchant Cash Advances Lines of Credit Term loans SBA Loans Business Loan Salesperson & Funding Coordinators are responsible for performing the following tasks: Handling large quantity of inbound clients interested in financing Selling financial products Building a pipeline of business Managing client relationships Working well in a team environment Sales Representatives are also required to follow set protocols and business practices to efficiently work leads, track the flow of information and accurately document all outcomes. Our firm invests in exceptional, highly effective marketing which generates a massive flow of highly qualified inbound leads, extensive and ongoing training, an excellent sales support staff and daily sales incentives with a positive and highly motivated team environment. As a member of our Sales team, you will always represent our firm's moral and ethical standards and be expected to conduct yourself in a professional and courteous manner to clients and co-workers. Highly motivated Ambitious self starter Competitive mentality Driven to succeed, willing to fail and learn from mistakes Proficiency with Salesforce, Microsoft Office Strong communication skills A drive for self-directed learning and personal development Team player Preferred Qualifications Bachelor's Degree Able to commute to our New York Headquarters office Promotable to Sales Manager within 2 years Previous experience using Salesforce and proficiency using Microsoft Office American Capital Group is an equal opportunity employer and prohibits discriminatory employment actions against, and treatment of, employees and applicants for employment based on any category protected by law, including race, color, national origin, religion, gender, sexual orientation, disability, age, military status and prior record of arrest or conviction. Job Type: Full-time Pay: $85,000.00 - $120,000.00 per year Shift: 8 hour shift Supplemental Pay: Commission pay Education: High school or equivalent (Required) Ability to Commute: New York, NY 10004 (Required) Work Location: In person

Fundela 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

Ruiz 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.