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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

I am looking for a friendly, energetic person to be my Assistant. Job duties include phone's, emails, fax and client interaction. No experience is needed as I am willing to train the right person. Customer service and a good presentation is very important. I am open to P/T or F/T Thanks

We are looking for an enthusiastic and driven independent sales representative to drive company sales by persuading customers to purchase our products. The independent sales representative’s responsibilities include managing customer relationships, identifying networking opportunities, answering customers' questions, and finding new customers through cold-calling, emailing, and social media advertising. You should also be able to implement effective sales strategies to continually meet or exceed sales quotas. To be successful as an independent sales representative, you should be committed to achieving sales goals with minimal supervision. Ultimately, a top-performing independent sales representative should demonstrate effective communication and negotiation skills, and achieve excellent customer service at all times.

Moss Financial Services is a dynamic firm specializing in comprehensive financial planning, including life settlements, insurance solutions, investment advisory, and employee benefits. We are committed to delivering personalized, results-driven financial strategies for individuals, families, and businesses. A significant portion of our profits supports charitable organizations, reflecting our dedication to both financial success and social responsibility. We are looking for experienced professionals to join our growing team, offering opportunities for career advancement and meaningful impact. Job Description: Join our dynamic team at Moss Financial Services. We are looking for a licensed insurance sales assistant with at least 2 years of experience to help us expand our client base and provide top-notch support. This role will involve lead generation, client communication, appointment setting, and portfolio reviews. You'll be working directly with companies, individuals, and key partners to drive our life settlement and insurance products. Responsibilities: Assist with sales and marketing efforts, primarily for life insurance and life settlements. Call and follow up with referrals, prospects, and clients. Help maintain customer relationships and provide exceptional client support. Coordinate with internal teams to ensure smooth client onboarding and follow-ups. Assist in preparing presentations and client meetings. Requirements: Must have a valid insurance license. Minimum 2 years of experience in life insurance or life settlements. Strong communication, organizational, and multitasking skills. Ability to work independently and manage client relations. Benefits: Competitive compensation. Opportunity for growth in a supportive, mission-driven company. Flexible working environment. If you're passionate about helping clients and growing with a company that makes a difference, we’d love to hear from you!

Looking to hire a Full Time receptionist/Admin for a Small financial services firm located in Astoria Queens. The position requires someone with great customer service skills and the ability to take and make phone calls, send out emails and manage calendar. The position will be from M-F 930AM - 530PM with no overtime required. There is room for flexibility for the right person

我们是一家领先的金融服务公司，致力于帮助客户实现财务目标。现正寻找热情、积极向上的伙伴，加入我们的团队，担任Training Associate，专注于销售和市场营销领域。 我们提供： • 🏆 专业的培训和指导，助你快速成长 • 💡 灵活的工作时间，提升工作与生活的平衡 • 🚀 丰厚的佣金和晋升机会，收入上不封顶 • 🌐 多元的团队文化，拓展人脉与视野 你将会： • 学习专业的金融知识与销售技巧 • 开发潜在客户，提供针对性的财务解决方案 • 制定市场策略，扩大团队的影响力 我们希望你： • 对销售与市场营销充满热情 • 具有良好的沟通能力与团队合作精神 • 愿意挑战自我，追求卓越 不需要相关经验，只要你有拼劲，我们就能帮助你实现梦想！立即加入我们，开启属于你的成功之路！💪 📩 有兴趣请联系我 We are a leading financial services company committed to helping clients achieve their financial goals. We are now looking for enthusiastic and motivated partners to join our team as Training Associates, focusing on sales and marketing. We offer: • 🏆 Professional training and guidance to help you grow quickly • 💡 Flexible working hours to improve work-life balance • 🚀 Generous commissions and promotion opportunities, no upper limit on income • 🌐 Diverse team culture to expand your network and vision You will: • Learn professional financial knowledge and sales skills • Develop potential customers and provide targeted financial solutions • Develop market strategies to expand the influence of the team We hope you: • Be passionate about sales and marketing • Have good communication skills and teamwork spirit • Willing to challenge yourself and pursue excellence No relevant experience is required, as long as you are motivated, we can help you realize your dreams! Join us now and start your own road to success! 💪 📩 If you are interested, please apply.

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

We are a leading financial services company looking for motivated and ambitious individuals to join our team as Training Associates, specializing in Sales & Marketing. What We Offer: • 🏆 Comprehensive training and mentorship to help you succeed • 💡 Flexible working hours for a great work-life balance • 🚀 Competitive commissions and unlimited growth opportunities • 🌐 A diverse team environment where you can expand your network Your Role: • Learn professional financial knowledge and sales techniques • Develop potential clients and provide tailored financial solutions • Create and implement marketing strategies to expand our reach We’re Looking For: • Passionate about sales and marketing • Strong communication skills and a team player • Willing to challenge yourself and aim for excellence No experience? No problem! If you have the drive, we’ll provide the guidance and work as a team. Start your journey towards success with us today! 💪

POSITION DESCRIPTION Position: Program Manager Program: VITA Tax Program Reports to: Program Director Salary Range: $60,000 to $65,000 Posted: March 30, 2024 Start Date: Immediately Full – Time- Vita Tax Program About Ariva MISSION: Our mission is to bring economic justice, opportunity and inclusion to our Bronx neighbors and other underserved communities across New York City. VISION: We envision a world where all New York City residents experience economic justice, financial inclusion, and the opportunity to build financially empowered and prosperous lives. We offer free comprehensive financial capabilities services and free income tax assistance at locations around New York City. Information on our projects and programs Position Description The Program Manager is part of Ariva’s management team and has lead responsibility for the management and performance of one year round VITA tax site and up to six seasonal tax sites. The Program Manager has direct supervision of two to three permanent staff and about twelve seasonal employees. The manager is responsible for ensuring that the sites within their portfolio meet all internal and external contract goals. Ariva is one of the most established non-profit free tax assistance organizations in the Bronx. We are an IRS sponsored VITA program and a Certified Acceptance Agent for ITINs. The program serves over 8,000 New Yorker each year at about ten seasonal and three year round locations. The tax team is composed of 5 full-time year-round staff, 20-25 seasonal staff and about 100 hundred volunteers. This job involves frequent local travel to sites around NYC and requires some evenings and weekend hours over the course of the year. During the main filing season (January-April), the Program Manager can expect to work most evenings and Saturdays. Face-to-face in-person service is an essential component of this position. All staff must be vaccinated and must follow the health and safety procedures in our offices. This position is 100% in person. The average work week is 45 hours, more during the income tax filing season and other busy times of year. Ariva is a growing organization, and this position offers the opportunity to grow with us. Responsibilities The Program Manager has full responsibility for the tax sites in their portfolio. The Program Manager directly oversees projects and tax sites and supervises line staff. They also provide coverage as needed in the absence of site staff to ensure seamless and efficient operations of the tax sites. The Tax Program is a VITA program highly regulated by the IRS. The Program Manager ensures that all aspects of the tax sites in their portfolio are fully compliant with all IRS VITA program requirements. Ariva is also a Certified Acceptance Agent for ITINs. This IRS program also has stringent compliance requirements and, in addition, has extensive record keeping requirements. If ITINs are accepted at any of their locations, the Program Manager is responsible for ensuring that Ariva is at all times fully compliant with the requirements of the ITIN program. Responsibilities Specific responsibilities include, but are not limited to: Primary Responsibilities · Tax site performance monitoring and reporting. Ensuring the tax sites at all times meet all IRS and local funders requirements, including but not limited to the ten IRS Quality Site Requirements. · Recruitment, mentoring, retention and supervision of site coordinators and seasonal staff. · Oversight of community outreach campaigns and marketing to support a client pipeline at assigned sites. Maintaining an up-to-date client story bank. · Cultivation and engagement of community partners, financial services partners, and other host partners in the communities where the tax sites are located · Coordinating program integration activities with Ariva’s financial counseling program. · Ensuring a highly professional and client-centered environment at all of Ariva’s tax sites. · Ensuring the tax sites have at all times adequate equipment, technology and supplies and safeguards in place to preserve the privacy and safety of client data. Duties include securely maintaining an equipment inventory of laptops and peripherals, and ensuring the software is up to date, including security and antiviral software. · Participate in weekly Ariva management team meetings. Additional Responsibilities The Program Manager will also have lead responsibility for at least one of the following initiatives: · Direct Ariva’s ITIN program. Ensure that Ariva’s ITIN program is fully compliant with all IRS requirements. · Oversee Ariva’s Senior Citizen Tax Initiative, a program focused exclusively on the tax needs of seniors in our communities. · Oversee Ariva’s tax time savings and asset building initiatives. The assigned manager has lead responsibility in identifying, implementing and monitoring tax time savings efforts at our sites Supportive Responsibilities In addition to the above lead responsibilities, the Program Manager will work closely with and provide support to the Program director in the following: · Contract management. · Reviewing and approving communications content, including website information and social media content related to the tax programs Core Competencies: Minimum three years of experience in managing VITA sites. Seasonal site experience is acceptable. · A demonstrated commitment to and experience working with low-income people and in low-income communities. · Extraordinary customer service skills and high standards of professionalism. · Skilled in managing, motivating and supporting staff and volunteers. · Strong project management skills; ability to simultaneously manage several busy tax sites. · Cultural competence to provide services to the diverse members of our community. · Ability to identify and build new relationships and manage existing ones with community partners. · Computer-literate; comfortable with data management, data entry, and reporting. · Very strong written and verbal communication skills. · Familiarity with CRMs, especially Salesforce and tax software (currently TaxSlayer) · Contract or grant management experience and skills. · Able to work in person and engage in frequent local travel to visit multiple tax sites, primarily in the Bronx. · Willing and able to be flexible in their work schedule; able to accommodate evening and weekend hours to support the tax sites. Depending on project portfolio, additional competencies may be required in: · Services to seniors · ITIN preparation · Asset building and tax time savings. In addition to the above core competencies, the ideal candidate would also have · Basic knowledge of individual income tax returns · Familiarity with social media and some or all of the following applications; Salesforce, Constant Contacts, Wordpress. Salary: $60,000 to $65,000/year, depending on experience. Ariva offers full-time employees subsidized health and dental insurance, generous paid time off and other benefits. This posting will remain open through August 30th, 2024. "Ariva is an Equal Opportunity Employer"