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
We are expanding our office and seeking motivated individuals to join our team as Financial Advisors. In this role, you'll guide clients in financial planning, investment strategies, and insurance needs. You'll perform financial needs analyses, offer personalized solutions, and build lasting client relationships. We offer comprehensive training, flexible schedules, and the potential for substantial income. Join us to advance your career in a supportive and dynamic environment. Position Overview: As we expand our office, we're looking for driven individuals to join our team as Financial Advisors. In this role, you'll help clients with financial planning, investment strategies, and insurance needs. Your duties will include conducting financial needs assessments, offering customized solutions, and nurturing strong client relationships. Primary Duties: - Provide financial advice and guidance to clients - Perform needs analyses to create tailored financial strategies - Offer expertise in financial planning, asset management, and wealth management - Develop and maintain lasting client relationships - Engage in ongoing training and professional growth Qualifications: - Strong customer service abilities - Preferred experience in management, coordination, or reception - Open to Full-Time and Part-Time candidates - Flexible scheduling options Earnings Potential: - Part-Time Agents: $2,000 - $5,000+ monthly - Full-Time Agents: $5,000 - $10,000+ monthly What We Provide: - Fast Licensing: Obtain your license in just 15-30 days Top-Tier Training: Learn from industry-leading professionals - Daily Earnings: Benefit from daily direct deposits - Training Bonuses: Earn extra incentives during training - Trip Rewards: Earn trips based on performance - Paid Training: Receive financial compensation during training - License Sponsorship: We sponsor state and federal licenses - High Income Potential: Achieve a strong six-figure income within 6-12 months Licenses Available: - Life Insurance - Series 6 Investment - Series 63 - Series 26 Principal Investment - Mortgage Loan Originator
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
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"
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.
Job Title: Care Coordinator HH+ Department: BCM/HHCC Reports to: Division 3 Director A care coordinator for behavioral health is a liaison between the client and other health care team members to make sure that the treatment plan put in place by the care team is working effectively for all involved. Responsibilities include, but are not limited to the following: Coordinates care for a caseload of 30-40 members & maintain monthly contact. Creating behavioral health goals for the client, conduct member engagement including face to face, mail, and telephone contact. Documenting progress notes and assessments monthly, record client progress according to measurable goals described in his/her care plan. Developing a treatment plan with other care team members, Assessing and screening clients Helping clients reach out to community resources Coordinating the care with other care team members & collaborate to evaluate members' medical and behavioral health condition. Staff Qualifications HH+ A Master’s degree in one of the qualifying fields and one (1) year of Experience; OR A Bachelor’s degree in one of the qualifying fields and two (2) years of Experience; OR A Credentialed Alcoholism and Substance Abuse Counselor (CASAC) and two (2) years of Experience; OR A Bachelor’s degree or higher in ANY field with either: three (3) years of Experience, or two (2) years of experience as a Health Home care manager serving the SMI or SED population. Experience shall consist of: Providing direct services to people with Serious Mental Illness, developmental disabilities, alcoholism or substance abuse, and/or children with SED; OR Linking individuals with Serious Mental Illness, children with SED, developmental disabilities, and/or alcoholism or substance abuse to a broad range of services essential to successful living in a community setting (e.g. medical, psychiatric, social, educational, legal, housing and financial services). Bilingual a plus Salary - Mid 40,000 commensurate with experience and credentials.
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!