Are you a business? Hire investment management candidates in New York, NY
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!
Outside Sales Representative (Service Sales) - Stanley Access Technologies, New York, NY. Base Salary $80,000 - $90,000 plus commission structure. Stanley Access Technologies is recognized as an industry leader in the manufacturing, installation, and servicing of automatic and revolving doors. Our growing product and service offerings have driven significant growth for our service business. Join our world class team of diligent problem solvers, innovators, fresh thinkers, and communicators who excite and inspire others. Outside Sales Representative To promote the continuation of our quality reputation and focused growth, we are currently hiring the best talent available for the position of Outside Sales Representative responsible for sales throughout the State and the surrounding area. Lead generation, qualification, and sales of service contracts to new and existing customers Maintain current technical product-related knowledge, general sales techniques, market trends, and daily sales activity Develop and implement plans, process, and strategies for improving customer service and increasing service revenue Perform other assignments in support of service sales as requested by Service Sales Regional Manager Work closely with the local branch operation team to ensure overall customer satisfaction Develop and build positive relationships with customers in an assigned geographic area promoting new account development Responsible for providing the business with increased service revenue, and service contract growth Travel (+/-5%) in an assigned geographic area may be required within NYC and Long Island for this role. Deliver and own forecast and specified annual sales target for service contracts, Master Service Agreements, and Time and Material Agreements Maintain active relationships with current SAT customer base What You Need to Succeed 5 years sales/account management experience High school diploma or GED Experience in the door hardware, manual door, or revolving door industry Proficient in M/S Office and other common workplace applications Valid Driver’s License with no restrictions Excellent interpersonal and organizational skills Previous success attaining and exceeding sales goals Strong problem-solving skills Ability to use competitive drive and determination to meet and exceed demanding sales targets Additional Preferred Skills & Qualifications Outside sales background Salesforce experience Microsoft Dynamics 365, SAP, or similar business software experience An actionable contact list of decision makers Why Work for Us? Allegion is a Great Place to Grow your Career if: You're seeking a rewarding opportunity that allows you to truly help others. With thousands of employees and customers around the world, there’s plenty of room to make an impact. As our values state, “this is your business, run with it”. You’re looking for a company that will invest in your professional development. As we grow, we want you to grow with us. You want a culture that promotes work-life balance. Our employees enjoy generous paid time off, because at Allegion we recognize that you have a full life outside of work! What You’ll Get from Us: Health, dental and vision insurance coverage, helping you “be safe, be healthy”. A commitment to your future with a 401K plan, offering a 6% company match and no vesting period Tuition Reimbursement Unlimited PTO Employee Discounts through Perks at Work Community involvement and opportunities to give back so you can “serve others, not yourself” Opportunities to leverage your unique strengths through CliftonStrengths testing and coaching Compensation: This range is provided by Allegion. Your actual pay will be based on your skills and experience. The expected Base Salary Range: $80,000-$90,000. The actual compensation will be determined based on experience and other factors permitted by law. Commission Eligible: Yes