Financial services representative jobs in New York, NYCreate job alerts

We’re looking for leadership-oriented individuals to join our Fast Track Management Program. In this program, you’ll have the opportunity to accelerate your path to management, and advance within 12 months. Job Description New York Life Insurance Company and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, fixed and variable* annuities, and mutual funds*. In the Fast Track Management Program, you’ll start as a financial professional to gain hands on experience. Once you have met the program requirements, you’ll be able to transition into management as an Associate Partner. In this role, you’ll be responsible for recruiting and developing your own team of financial professionals. You’ll also be enrolled in the Associate Partner Training Program, an intensive, six-month program that will develop you and prime you for success as a manager. Why New York Life? From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals and managers. Our dedicated teams at the General Office and the corporate office support our managers and help them impact their agents and communities. Our extensive resources include: · Our NYLIC University training program, designed to provide career-long support and growth includingtuition reimbursement program for certain advanced, professional designation courses · Three highly-skilled teams providing advanced markets support: o Our Advanced Planning Group o Eagle Strategies for qualifying agents who are also Registered Representatives o The Nautilus Group for qualifying agents who pay a monthly subscription fee. · A team of highly-trained, experienced product consultants to support your agents’ client acquisition needs About New York Life We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA).** For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry. Job Type: Full-time Pay: $47,616.71 - $160,504.54 per year Benefits: 401(k) Dental insurance Flexible schedule Health insurance Life insurance Paid time off Retirement plan Tuition reimbursement Vision insurance Experience: Financial concepts: 1 year (Preferred) Work Location: Hybrid remote in New York, NY 10007

Entry level position. Great for someone in college as well as newly graduated students looking to gain financial industry experience. As a brokerage we help sponsoring necessary State and Federally regulated licenses. Requirements: - 18yo+ - US citizen or Permanent Resident - Coachable - Reliable

Insurance/ Financial Services Professional Represent Néw York Life in your community to build relationships thru networking and referrals for an impactful career helping people achieve financial security thru insurance and financial services we offer. Full time opportunity with a Two year Training Program with benefits for for qualified and interested applicants.

Primerica is a financial services marketing company that teaches families how to develop wealth, save money, shows them how to retire comfortably and teaches them how to eliminate debt. We have a paid training program where as your learning the business your also getting paid. You would be in training to obtain a license and become a Financial representative with a company listed on the New York Stock exchange where your'e also able to build your own business. Independent Contract- Comission Based Career

Duties of a Primerica Financial Representative: - Educate Clients: Guide families on financial strategies, including life insurance, investments, and debt management. - Develop Financial Plans: Help clients create personalized financial plans to achieve long-term goals. - Build Client Relationships: Foster trust and provide ongoing support to clients, ensuring their financial needs are met. - Promote Financial Products: Recommend appropriate financial products and services that align with clients' needs. - Grow Your Business:Prospect for new clients, expand your network, and build a successful financial services business.

Are you looking for an opportunity to start a rewarding career in financial services? Primerica is seeking motivated individuals to join our team as Representatives. As a Primerica Representative, you'll help families make informed financial decisions and secure their financial futures. Responsibilities: - Educate clients on financial products and services, including life insurance, investments, and retirement planning. - Conduct client consultations to assess their financial needs and provide tailored solutions. - Build and maintain relationships with clients to ensure long-term satisfaction and success. - Participate in ongoing training and professional development to stay up-to-date with industry trends. - Work independently while being supported by a team of experienced professionals. Qualifications: - No prior experience required; training will be provided. - Strong communication and interpersonal skills. - Self-motivated with a desire to help others achieve their financial goals. - Ability to work independently and manage time effectively. - Must be at least 18 years old and authorized to work in the United States. What We Offer: - Comprehensive training and licensing support. - Flexible work hours—part-time or full-time. - Competitive commission-based compensation. - Opportunity for career growth and advancement within the company. - A positive and supportive work environment.

Are you a motivated and results-driven individual looking to excel in the financial services industry? We are currently seeking talented sales representatives to join our dynamic team at our reputable cash advance firm. As a sales rep, you will have the opportunity to showcase your sales skills and help clients secure the funding they need to grow their businesses. Responsibilities: - Prospect and qualify potential clients through cold calling, networking, and referrals - Educate clients on our cash advance products and services - Customize financial solutions to meet the unique needs of each client - Close sales and achieve monthly targets - Provide exceptional customer service and build long-lasting relationships with clients Requirements: - Proven track record in sales, preferably in the financial services industry - Strong communication and negotiation skills - Ability to work independently and as part of a team - Goal-oriented mindset with a drive to succeed - Knowledge of cash advance products and services is a plus Join us and take your sales career to the next level! Apply now to become a valuable member of our team at Cash Advance Firm."

Are you passionate about helping people achieve their financial goals? Do you have a strong desire to be part of a dynamic and empowered team? If so, we have an exciting business opportunity for you as a Financial Services Representative. Key Responsibilities: • Client Consultation: Engage with clients to understand their financial needs and goals, providing tailored solutions to help them achieve financial success. • Product Knowledge: Maintain a comprehensive understanding of our financial products and services, including investments, insurance, and retirement planning. • Relationship Building: Develop and nurture long-term relationships with clients, ensuring exceptional service and client satisfaction. • Financial Planning: Create and present customized financial plans, helping clients make informed decisions about their financial future. • Team Collaboration: Work closely with team members to share knowledge, support each other, and contribute to a positive team environment. • Sales and Networking: Proactively seek new business opportunities through networking, referrals, and community involvement. Qualifications: • Experience: Prior experience in financial services, sales, or customer service is preferred but not required. We provide comprehensive training for the right candidates. • Education: A degree in finance, business, or a related field is an advantage but not mandatory. • Skills: Strong communication, interpersonal, and analytical skills. Ability to build trust and rapport with clients. • Licenses: Relevant financial licenses (e.g., Series 6, Series 7, or state insurance licenses) are a plus. Willingness to obtain necessary licenses is required. • Mindset: A proactive, positive, and growth-oriented mindset with a commitment to continuous learning and professional development. Benefits: • Training: Access to extensive training and development programs to help you succeed and grow in your career. • Support: Ongoing support from experienced professionals and a collaborative team environment. • Earnings: Competitive compensation structure with performance-based incentives and bonuses. • Growth: Opportunities for career advancement within a rapidly growing company. • Flexibility: Ability to manage your own schedule and work-life balance. About us We are dedicated to empowering individuals and families to achieve financial freedom and security. Our mission is to provide exceptional financial services through a team of knowledgeable and passionate professionals. Join us and become part of a team that values integrity, teamwork, and the pursuit of excellence. How to Apply: If you are ready to take the next step in your career and make a meaningful impact on people’s lives, we want to hear from you! Apply today!