1000+ Best financial services Jobs in Hicksville, NY (August 2025)

Financial Services Representative (Remote)

Open the Door to Sucess Start and Launch your Career Helping People Build Their Future Rankin Financial Services everyday is to help everyday people make smart financial decisions. Family Protection with insurance, setting and achieving wealth goals (wealth growth) through investments, finding the right mortgage on a dream home, getting the best auto/home coverage available for our clients. We are seeking a motivated and detail oriented entry level financial adviser to join our team. No prior experience in financial advisory is required; we provide a structured training program to help you obtain the necessary licenses and develop the skills for a successful career. What You'll Be Doing While you build your Career Helping People Build Their Future Mortgages • Assist clients with understanding mortgage options and application process, • Support mortgage advisors with document collection and lender communication Insurance • Guide clients through policy options in life, health, home and auto, • Process application, renewals,transfers and claims with attention to detail and compliance, • Deliver, review, explain policies Investments • Help clients with account on-boarding and portfolio updates, • Work closely with investment advisors to ensure smooth transaction and excellent care, • Maintain good professional client relationship

No experience

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New York Life Insurance Company

Financial Services Representative

2 months ago

$60000–$150000 yearly

Full-time

Uniondale

Financial 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 experience

Easy apply

Eagle Strategies LLC

Interviews tomorrow

Sales Advisor

1 day ago

$80000–$120000 yearly

Full-time

Melville

A Sales Advisor helps individuals, families, and businesses make sound financial decisions. This role blends sales, relationship-building, and financial consulting—with an emphasis on insurance, retirement planning, investment strategies, and wealth management. Key Responsibilities Client Relationship Development Build and maintain long-term relationships Network and prospect (referrals, events, LinkedIn, etc.) Conduct needs-based consultations to understand client goals Training & Support Our firm has its own University with a formal development program Mentorship: You’ll often be paired with experienced sales advisors Back-office support: Underwriting, marketing tools, technology Path to specialization: You can focus on working with niche markets: business owners, estate planning, etc. Compensation Structure Commission-based + bonuses + renewals (ongoing income from prior clients) Average first year income: $80,000 - $120,000 Residual income begins in year two for all clients serviced in the prior year, providing ongoing earnings from previously established business. Career Path & Advancement Move into management roles (e.g., Partner, Senior Partner) Specialize in advanced markets, business planning, or wealth strategies Opportunities for designation support (CLU®, ChFC®, CFP®, etc.)

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