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Financial services jobs in Plainview, New YorkCreate job alerts

  • Rankin Financial Services
    Financial Services Representative (Remote)
    Financial Services Representative (Remote)
    2 months ago
    $50000–$75000 yearly
    Full-time
    Huntington

    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
    Easy apply
  • advance capital 247
    Broker
    Broker
    9 days ago
    $50000–$200000 yearly
    Full-time
    Woodbury

    Advance Capital 24/7 is a Merchant Cash Advance firm providing working capital to small to mid-sized businesses for their day-to-day operations and expansion opportunities. We are seeking qualified agents to add to our Funding Team. Motivated individuals with phone-sales experience will fit right in. We will provide training based on your sales experience to ensure your success. Advance Capital 24/7 is a highly established firm in the business financing industry, who pride ourselves in the close-knit team built through our years of operation. This is an inside sales position, no traveling outside of the office required. You will be working as part of a team that allows the opportunity for more of your deals to get funded. You will consistently be provided with new leads DAILY to give you every opportunity to be successful. This is a Commission Position - No Salaries Responsibilities: • Present and sell company products and services to new and existing customers, • Prospect and contact potential customers, • Reach agreed upon sales targets, • Set follow-up appointments, • Telephone Sales: Financial, Mortgage, Loans, Banking, Stocks, • Highly Organized - Familiar with CRM systems, • Entrepreneurial Spirit - You hold yourself accountable, • Clear speaking voice and strong negotiation skills, • Deadline and detail-oriented

    Immediate start!
    No experience
    Easy apply
  • The Guest House Bar & Bistro
    Chef
    Chef
    1 month ago
    $18–$25 hourly
    Full-time
    Levittown

    Be responsible for the entire culinary and restaurant operation, as well as financial responsibilities such as food cost management, labor efficiency, and building top-line sales Develop all team members and keep retention rates high and promotions frequent Handle daily P&L responsibility - accountability for all food and labor costs Be the face of hospitality and be a central force by interacting with guests to deliver exceptional service Oversee inventory, supply & scheduling Hire and interview candidates while properly managing recruiting needs 3-5 years minimum kitchen management experience A passion for real, good food, and the leadership skills to operate a high volume restaurant The willingness to roll up your sleeves and pitch in whenever necessary The demonstrated skills to motivate and develop a high performing team The discipline and desire to create systems and organization within fast changing environments Ability to learn technological platforms and work systematically with them Familiarity with restaurant costing and inventory software The desire for professional improvement and the process of learning

    Easy apply
  • Eagle Strategies LLC
    Sales Advisor
    Sales Advisor
    2 months 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.)

    Easy apply